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FINANCIAL MANAGEMENT STRATEGIES, LLC
CRD 122347
1330 SMITH AVENUE, SUITE 7, BALTIMORE, MD, 21209-3731, United States
Phone
410-779-1276
Fax
410-779-1328
Registration
— (—)
Source
State registered
Total AUM
$350.3M
Discretionary AUM
$0
Team
8 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersBUSINESS CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $3.0M |
| High net worth individuals | 9 | $13.7M |
All web addresses on file
Official SEC filing: View on IAPD