Investment adviser · CRD 107529
FMA ADVISORY INC
Investment adviser filing (IA)
HARRISBURG, PA, United States · Form ADV filed Aug 23, 2021
- Regulatory AUM
- $485M Form ADV · Item 5.F
- Client accounts
- 1,141 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 136 | $321,606,124 | 66.3% |
| Individuals | 608 | $116,467,996 | 24.0% |
| Retirement plans | 10 | $46,835,407 | 9.7% |
Filing source
Form ADV 1559452 · Aug 23, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Aug 23, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1631 NORTH FRONT STREETHARRISBURG, PA, 17102, United States
CRD 107529
Filing source
Form ADV 1559452 · Aug 23, 2021 · 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.