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FINANCIAL MANAGEMENT ADVISORS, INC.
115 N. Jackson Street
Tullahoma, Tennessee 37388
Tel: 931-455-0151
About FINANCIAL MANAGEMENT ADVISORS, INC.
FINANCIAL MANAGEMENT ADVISORS, INC, formally registered with the SEC as FINANCIAL MANAGEMENT ADVISORS, INC. The firm was established in 11/29/2021. They have over 1 offices throughout the country.
FINANCIAL MANAGEMENT ADVISORS, INC. is a Tullahoma, Tennessee based Financial Planning firm with nearly $113,200,000 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117442 |
| SEC# | 801-122762 |
| Assets Managed by Firm | $113,200,000 |
| No. of Clients | 504 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 504 | $113,200,000 |
| Individuals (other than high net worth individuals) | 470 | $46,800,000 |
| High net worth individuals | 29 | $22,200,000 |
| Pension and profit sharing plans | 5 | $44,200,000 |
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