Fmsbonds, Inc.

Broker-DealerFINRA MemberEst. 1978
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 recorded as a corporate advisory entity that has been SEC-registered since 1978. FINTRX characterizes ownership as individual and assigns an "unclassified" label to the firm's registration status. Public disclosures in the FINTRX profile are scant, so there is limited visibility into the firm's target clients, service lines, or fee arrangements. The FINTRX snapshot flags several absence-of-activity items: the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a pension consultant or related adviser. The firm also is shown as not newly formed. Beyond those flags, the record does not describe advisory activities, business operations, or client segmentation.

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
  • Lori Snow

    Financial AdvisorCRD 4058884

  • Toni Collier

    Executive Vice PresidentCRD 2020841

  • Michael Klurman

    Financial AdvisorCRD 4058885

Unlock 70 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth