FMI
Firm details
- Headquarters
- Ardmore, Oklahoma
- CRD number
- 117600
- Registered since
- July 17, 2017
- Website
- www.fmiardmore.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI46.13%
- Individuals27.78%
- Corporations / Businesses25.13%
- Charitable Organizations0.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
FMI is an independent, privately held registered investment adviser that works with both individuals/families and institutional clients. The firm is SEC-registered (registration year 2017) and is organized as a corporation owned by an individual. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. FMI charges fees as a percentage of assets under management and also offers hourly and fixed-fee arrangements. The firm does not present itself as an active ESG investor and is not structured as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- US Government Bonds8%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$190M in ETFs
74%
$141M
1%
$48.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $16.9M | 144,480 | 8.93% |
Location
Ardmore, OK
Carter
Location
Ardmore, OK
Headquartered in Ardmore, OK, in the South of the United States.
- Region
- South
- County
- Carter
- Address
- 130 D St Nw
- Time zone
- CT (UTC-6)
- Office locations
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