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
Website: www.fmsbonds.com

Firm profile

FINTRX

Overview

Fmsbonds, Inc. is organized as a corporation and has been SEC-registered since 1978. Ownership is listed as individual, and the firm is classified as Unclassified in the available data. The snapshot states the firm is not a capital allocator and is not active on ESG matters. It is also not identified as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

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

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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