Fma Wealth Management, LLC
Fma Wealth Management, LLC (CRD# 313049) is a financial advisory firm headquartered in Duxbury, MA. They manage $141,660,401 in 435 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Fma Wealth Management, LLC
By the Numbers
-
Total Assets Under Management142MILLION
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Total Number of Accounts435ACCOUNTS
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Average Account Value$325,656
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, ME, NH, NY
Financial Advisors at Fma Wealth Management, LLC
1
James Morris (CRD# 705495) is an Investment Advisor Representative working at Fma Wealth Management, LLC in Duxbury, MA and has over 43 years of experience in the finance industry.
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