FMSBONDS, INC.

Broker-DealerFINRA MemberEst. 1978
Total AUM
Advisory reps
75
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
7793
Registered since
December 1, 1978

Firm profile

FINTRX

Overview

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

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 74
  • LORI SNOW

    Financial AdvisorCRD 4058884

  • TONI COLLIER

    Executive Vice PresidentCRD 2020841

  • MICHAEL KLURMAN

    Financial AdvisorCRD 4058885

Unlock 71 more contacts

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