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Financial Management Associates, LLC

● SEC registered since 2023CRD 327502SEC# 801-128596North Andover, MA
Export (members)
Reg. AUM
$126.6M
Employees
3
Accounts
345
Location
North Andover, MA

Financial Management Associates, LLC assets under management

Financial Management Associates, LLC operates as an SEC-registered investment adviser based in North Andover, MA. The firm has been registered since 2023. It reports $126.6 million in regulatory assets under management and employs 3 people.
fmallc.comView on SEC.gov ↗

Financial Management Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mark James Hideriotis ControlManaging Member And CcoOver 75%2023

Frequently asked questions

How much does Financial Management Associates, LLC manage?

Financial Management Associates, LLC reports $126.6 million in regulatory assets under management on its Form ADV.

How many employees does Financial Management Associates, LLC have?

Financial Management Associates, LLC reports 3 employees.

Where is Financial Management Associates, LLC located?

Financial Management Associates, LLC is based in North Andover, MA and has been SEC-registered since 2023.

Does Financial Management Associates, LLC disclose fund performance?

Financial Management Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address471 Andover Street, North Andover, MA 01845
Phone978-687-2867
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$126.2M
Non-discretionary$464K
Total (RAUM)$126.6M