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Financial Management Services of America LLC.

● SEC registered since 2010CRD 154136SEC# 801-71764
Export (members)
Reg. AUM
$189.1M
Employees
12
Accounts
862
Location
—

Financial Management Services of America LLC. assets under management

Financial Management Services of America LLC. is an SEC-registered investment adviser. The firm has been registered since 2010. It reports $189.1 million in regulatory assets under management and employs 12 people.
www.myfmsa.comView on SEC.gov ↗

Financial Management Services of America LLC. owners & executives

2 reported
NameTitleOwnershipSince
Victor Scott Sonnier ControlCeoOver 75%2004
Victor Scott Sonnier ControlChief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Financial Management Services of America LLC. manage?

Financial Management Services of America LLC. reports $189.1 million in regulatory assets under management on its Form ADV.

How many employees does Financial Management Services of America LLC. have?

Financial Management Services of America LLC. reports 12 employees.

Does Financial Management Services of America LLC. disclose fund performance?

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

Contact & registration

Phone5612892602
Fax337-984-7745
Office hoursFmsa
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117M
Non-discretionary$72.2M
Total (RAUM)$189.1M