Fmsa

RIASEC RegisteredEst. 2010
Total AUM
$216M
Discretionary
$136M
63% of AUM
Avg account
$121K
Accounts
1,784
Employees
20
Advisory reps
22

Firm details

Headquarters
,
CRD number
154136
Registered since
August 23, 2010
Website
www.myfmsa.com
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI62.9%
  • Individuals19.37%
  • Pension & Profit Sharing Plans17.73%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fmsa is an independent SEC-registered registered investment adviser organized as a limited liability company and in operation since 2010. The firm serves both individual/family and institutional clients and is owner-operated. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation comes primarily from a percentage-of-AUM fee schedule supplemented by hourly charges. Fmsa also conducts insurance brokerage activities and offers annuity products as part of its client solutions. The firm is not described as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Private Funds 57%, Non-Exchange Traded Equities 28%, Exchange Traded Equities 8%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%57%
  • Private Funds57%
  • Non-Exchange Traded Equities28%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Terrell Holman

    Terrell Holman

    Chief Executive OfficerCRD 1006086

Contacts

3 of 21
  • David Varisco

    David Varisco

    Investment AdvisorCRD 2353742

  • Bradford Smith

    Bradford Smith

    Investment AdvisorCRD 8024390

  • Jonathan Eleser

    Jonathan Eleser

    Investment AdvisorCRD 6163472

Unlock 18 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth