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FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.
CRD 154136 · SEC 801-71764
CO, United States
Phone
5612892602
Fax
337-984-7745
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.4M
Discretionary AUM
$136.4M
Team
20 total employees; 20 advisory reps; 1264 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1046 | $41.9M |
| High net worth individuals | 218 | $136.1M |
| Pension/profit sharing plans | 27 | $38.4M |
States served
CO, GA, IA, KS, KY, LA, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD