Fmi (CRD# 165271) is a financial advisory firm headquartered in Southbury, CT. They manage $240,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
Total Assets Under Management0MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$26,667
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Types of Clients
Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
Financial Advisors at Fmi
No Advisor Found.