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Home > Retirement Planners > ohio > broadview hts > FINANCIAL MANAGEMENT STRATEGIES, INC.
FINANCIAL MANAGEMENT STRATEGIES, INC.
9200 South Hills Blvd.
Suite 310
Broadview Hts., Ohio 44147
Tel: 216-642-1099
About FINANCIAL MANAGEMENT STRATEGIES, INC.
FINANCIAL MANAGEMENT STRATEGIES, INC, formally registered with the SEC as FINANCIAL MANAGEMENT STRATEGIES, INC. The firm was established in 05/17/2006. They have over 7 offices throughout the country.
FINANCIAL MANAGEMENT STRATEGIES, INC. is a Broadview Hts., Ohio based Financial Planning firm with nearly $542,023,117 assets under management, offering retirement planning & investment advisory services to 1666 clients. The firm is staffed with 34 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120818 |
| SEC# | 801-66641 |
| Assets Managed by Firm | $542,023,117 |
| No. of Clients | 1666 |
| No. of Advisors | 34 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1666 | $542,023,117 |
| Individuals (other than high net worth individuals) | 1166 | $210,461,515 |
| High net worth individuals | 464 | $252,742,110 |
| Pension and profit sharing plans | 7 | $58,802,680 |
| Charitable organizations | 4 | $1,654,817 |
| Corporations or other businesses | 25 | $18,361,995 |
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|---|---|---|---|
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