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 an individually owned corporate advisory entity that is classified in the source data as "unclassified." The firm has provided very limited public detail about its business model: no client segments, fee schedules, or specific advisory activities are listed. The snapshot flags the firm as not a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. The lack of disclosed advisory activities and client information means there is little to evaluate about investment philosophy, target clients, or service offerings from public records alone. Firms or professionals seeking to engage should expect to need direct contact to establish the scope of services, compensation arrangements, and any investment capabilities.

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

FINTRX

Contacts

FINTRX

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