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Financial Management Strategies, Inc.
Broadview Hts., Ohio
Financial Management Strategies, Inc. is a prominent investment advisory firm located in Broadview Hts., OH, boasting a strong presence with eight offices. With a dedicated team of 34 employees, 23 of whom specialize in providing expert investment advisory services, the firm is well-equipped to assist clients in achieving their financial goals. Each investment advisor at Financial Management Strategies, Inc. handles an average of approximately $22,710,000 in assets under management, showcasing their expertise in managing substantial portfolios.
The firm's compensation structure is designed to accommodate diverse client needs and ...see more
Assets Under Mgmt
$522.31M
Investment Professionals
23
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
Reviews for Financial Management Strategies, Inc.
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