FMSBONDS, INC.
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 7793
- Registered since
- December 1, 1978
- Website
- www.fmsbonds.com
Firm profile
FINTRXOverview
Fmsbonds, Inc. is organized as a corporation and has been SEC-registered since 1978. FINTRX classifies the firm as unclassified and lists its owner type as individual. The firm's profile indicates it does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset supplied to FINTRX does not include details on the firm's fee structure, advisory or business activities, or client segments, so there is limited visibility into how Fmsbonds, Inc. positions its services or delivers investment advice.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JAMES KLOTZ
CEOCRD 500438
Contacts
3 of 74LORI SNOW
Financial AdvisorCRD 4058884
TONI COLLIER
Executive Vice PresidentCRD 2020841
MICHAEL KLURMAN
Financial AdvisorCRD 4058885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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