Investment adviser · CRD 109531

FINANCIAL MANAGEMENT ASSOCIATES, LLC

Investment adviser filing (IA)

NORTH ANDOVER, MA, United States · Form ADV filed Oct 17, 2017

Regulatory AUM
$82.6M
Form ADV · Item 5.F
Client accounts
395
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 17, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

510 TURNPIKE STREET, SUITE 203
NORTH ANDOVER, MA, 01845, United States

CRD 109531

Filing source

Form ADV 1146762 · Oct 17, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.