FINANCIAL MANAGEMENT STRATEGIES, LLC

RIASEC Registered
Total AUM
$350M
Discretionary
$0
0% of AUM
Avg account
$9.7M
Accounts
36
Employees
8
Advisory reps
1

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
122347
Website
www.fmsadvisors.com
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Charitable Organizations94.59%
  • HNWI3.91%
  • Individuals0.85%
  • Pension & Profit Sharing Plans0.65%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Management Strategies, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and manager selection services. Its fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. The firm acts as a capital allocator, placing client capital with third-party managers where appropriate. It is not identified as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, US Government Bonds 15%, Other 12%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 5%, Non-Investment Grade Corp Bonds 5%, Public Funds/Mutual Funds 2%45%
  • Exchange Traded Equities45%
  • US Government Bonds15%
  • Other12%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents6%

Contacts

1 of 1

  • WALID PETIRI

    OwnerCRD 3101819

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALTIMORE, MD

BALTIMORE CITY

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE CITY
Address
1330 Smith Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth