FINANCIAL MANAGEMENT, INC.

521 President Clinton Avenue
Suite 800
Little Rock, Arkansas 72201
Tel: 501-227-7400

About FINANCIAL MANAGEMENT, INC.

FINANCIAL MANAGEMENT, INC, formally registered with the SEC as FINANCIAL MANAGEMENT, INC. The firm was established in 10/11/2022. They have over 1 offices throughout the country.

FINANCIAL MANAGEMENT, INC. is a Little Rock, Arkansas based Financial Planning firm with nearly $118,060,937 assets under management, offering retirement planning & investment advisory services to 347 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108350
SEC#	801-126707
Assets Managed by Firm	$118,060,937
No. of Clients	347
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (BUSINESS CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	347	$118,060,937
Individuals (other than high net worth individuals)	126	$32,858,498
High net worth individuals	23	$54,199,304
Pension and profit sharing plans	Fewer than 5 clients	$1,252,375
Charitable organizations	Fewer than 5 clients	$8,086,159
Corporations or other businesses	10	$21,664,601

More Retirement Planning firms in Little Rock, Arkansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STEPHENS 111 Center St Little Rock, AR, 72201	$14,783,890,572	21924	629
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC 111 Center Street Little Rock, AR, 72201	$7,463,667,271	162	23
ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,593,400,723	7674	252
36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4
GREENWOOD GEARHART INC. 26 E Center St Fayetteville, AR, 72701-4278	$1,637,149,230	2873	23

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