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| Financial Management Services of America LLC
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|---|---|
| CRD # | 154136 |
| SEC # | 801-71764 |
| CIK # | |
| AUM | 216.4 M (2026-06-05) |
| Employees | 20 (100% Investors, 0% Brokers) |
| Phone | 561-289-2602 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,046 | 41.9 |
| (b) Individuals (high net worth individuals) | 218 | 136.1 |
| (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 | 27 | 38.4 |
| (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 | 1,784 | 216.4 |
| By Discretionary | ||
| Discretionary | 1,429 | 136.4 |
| Non-Discretionary | 355 | 80.0 |
| Total | 1,784 | 216.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.4 | |
| Total | 1,784 | 216.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 1,264 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dobson Asset Management - Northern California
✚
|
CA | 217.8 M |
|
Parker Financial Advisors LLC
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|
TX | 217.6 M |
|
Callahan Capital Management Inc
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|
CO | 217.5 M |
|
Ciovacco Capital Management LLC
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|
217.3 M | |
|
Sheridan Capital Management LLC
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|
217.2 M | |
|
Cutter Financial Group LLC
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|
MA | 216.9 M |
|
Ledgewood Wealth Advisors LLC
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|
NH | 216.8 M |
|
ETRE LLC
✚
|
MA | 216.8 M |
|
FFG Retirement Advisors LLC
✚
|
CO | 216.5 M |
|
Financial Service Group Inc
✚
|
WI | 215.0 M |