Fmsbonds, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
74
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
7793
Registered since
December 1, 1978

Firm profile

FINTRX

Overview

Fmsbonds, Inc. is a corporate entity with individual ownership whose public profile contains very limited disclosure about activities or client focus. The firm is classified as unclassified in the available dataset and is not listed as a capital allocator, pension consultant, related adviser, or active ESG investor. Other adviser attributes in the record—such as multi-state adviser status and newly formed adviser status—are marked negatively, which, combined with sparse descriptive data, suggests the firm either operates at a very small scale, has a non-standard advisory model, or has not provided routine profile information to the data source.

Assets & Accounts

Location & Offices

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

Owners & executives

1 of 1
  • James Klotz

    CEOCRD 500438

Contacts

3 of 73
  • Paul Feinsilver

    ChairmanCRD 500389

  • James Higgins

    James Higgins

    Executive DirectorCRD 1181851

  • Thomas Tam

    Registered RepresentativeCRD 1222908

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
4775 Technology Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth