Financial Management Services of America LLC


Assets, Funds, Holdings

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Financial Management Services of America LLC
CRD #154136
SEC #801-71764
AUM $108.7 MM (65% Disc, 100% US, 2019-05-29)
Employees8 (50% Investors, 0% Brokers)
Address412 West University Ste 102
Lafayette, LA 70506
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Bain Wealth Management Group LLC
OR 0.1
Professional Planning Associates Inc
NY 0.1
Halcyon Global Advisors LLC
TX 0.1
Breakwater Capital LLC
MI 0.1
Brickstreet Equity Management LLC
NC 0.1
Lloyd Park LLC
IL 0.1
Flower City Capital LLC
NY 0.1
Wellsource Capital Partners LLC
CA 0.1
Mitchell & Kroll CPAS PC
CO 0.1
Hiley Hunt Wealth Management Inc
NE 0.1
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