Financial Management Inc

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Assets, Funds, Holdings

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CAFR Data
Financial Management Inc
CRD #117578
SEC #801-80360
CIK #
AUM $477.1 MM (100% Disc, 100% US, 2020-03-27)
Employees14 (100% Investors, 86% Brokers)
Phone509-965-5654
Address115 N 50th Ave
Yakima, WA 98908-2886
Source [IAPD] [Website]
Total AUM ($MM)
4803842881929602010201320172021
Comparable Firms State AUM ($BB)
Red Granite Advisors LLC
WI 0.5
180 Wealth Advisors LLC
WA 0.5
Jackson Financial Management
CA 0.5
Silicon Valley Capital Partners LP
CA 0.5
Lafayette Investments Inc
MD 0.5
Roof Advisory Group Inc
PA 0.5
AMBS Investment Counsel LLC
MI 0.5
Accuvest Global Advisors
CA 0.5
Independent Family Office LLC
NY 0.5
Integrity Fixed Income Management LLC
FL 0.5
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