|
⚲
|
| Keyboard |
| Financial Management Advisors Inc
✚
|
|
|---|---|
| CRD # | 117442 |
| SEC # | 801-122762 |
| CIK # | 0001172661, 0001766226, 0001332748, 0000842766, 0001766909, 0001597690, 0001640420 |
| AUM | 149.9 M (2026-02-24) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 931-455-0151 |
| Address | 115 N Jackson Street Tullahoma, TN 37388 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 2.1 | ||
| Adobe Systems Inc | 2.0 | ||
| Novartis AG | 1.9 | ||
| Okta Inc | 1.9 | ||
| Deere & Co | 1.8 | ||
| Denali Holding Inc | 1.6 | ||
| Coca Cola Co | 1.5 | ||
| Bank of Nova Scotia | 1.4 | ||
| 3M Co | 1.3 | ||
| National Grid PLC | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 488 | 19.5 |
| (b) Individuals (high net worth individuals) | 32 | 61.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 69.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 525 | 149.9 |
| By Discretionary | ||
| Discretionary | 520 | 80.6 |
| Non-Discretionary | 5 | 69.3 |
| Total | 525 | 149.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.9 | |
| Total | 525 | 149.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000842766] | |
| 4 | [0001332748] | |
| 13F-HR | [0001597690] | |
| 13F-HR | [0001640420] | |
| 13F-NT | [0001640420] | |
| 13F-HR | [0001766226] | |
| 13F-NT | [0001766226] | |
| 13F-HR | [0001766909] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Aunger Paul | |
| Advisors LLC | |
| Inova Technology Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Inova Technology Inc INVA
Inova common shares
|
2013-01-12 | Buy | 2,507,375 | $17,000.00 | 42,625,375,000 |
| Comparable Firms | State | AUM |
|---|---|---|
|
MH & Associates Securities Management Corp
✚
|
CA | 150.5 M |
|
Titletown Wealth Management LLC
✚
|
WI | 150.3 M |
|
Cavalcade Capital LLC
✚
|
NY | 149.9 M |
|
Financial Strategies Inc
✚
|
WI | 149.8 M |
|
White & Company Financial Planning Inc
✚
|
WA | 149.8 M |
|
Sonas Financial Group Inc
✚
|
MO | 149.8 M |
|
Keen Capital LLC
✚
|
149.7 M | |
|
Polaris Financial Planning LLC
✚
|
149.7 M | |
|
Monson Wealth Management Inc
✚
|
WA | 149.5 M |
|
Fund Advisors of America Inc
✚
|
FL | 149.4 M |