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FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442 · SEC 801-122762
115 N. JACKSON STREET, TULLAHOMA, TN, 37388, United States
Phone
931-455-0151
Fax
931-455-0166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.9M
Discretionary AUM
$80.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 488 | $19.5M |
| High net worth individuals | 32 | $61.1M |
| Pension/profit sharing plans | 5 | $69.3M |
States served
TN
All web addresses on file
Official SEC filing: View on IAPD