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FMI
130 D Street Nw
Ardmore, Oklahoma 73401
Tel: 580-226-4058
About FMI
FMI, formally registered with the SEC as FMI. The firm was established in 07/17/2017. They have over 1 offices throughout the country.
FMI is a Ardmore, Oklahoma based Financial Planning firm with nearly $314,601,618 assets under management, offering retirement planning & investment advisory services to 1284 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117600 |
| SEC# | 801-110659 |
| Assets Managed by Firm | $314,601,618 |
| No. of Clients | 1284 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1284 | $314,601,618 |
| Individuals (other than high net worth individuals) | 583 | $74,777,789 |
| High net worth individuals | 90 | $168,799,030 |
| Charitable organizations | 3 | $1,038,763 |
| Corporations or other businesses | 20 | $69,986,036 |
More Retirement Planning firms in Ardmore, Oklahoma:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $11,569,058,289 | 2265 | 50 | |
| $10,174,416,057 | 84 | 17 | |
| $6,272,435,135 | 6 | 17 | |
| $5,501,719,930 | 6518 | 59 | |
| $3,464,024,447 | 8 | 20 |
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