Financial Management Associates, LLC
Firm details
- Headquarters
- Windham, New Hampshire
- CRD number
- 327502
- Registered since
- August 21, 2023
- Website
- fmallc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.77%
- Individuals20.68%
- Charitable Organizations2.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Management Associates, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its compensation models include a percentage-of-AUM fee alongside hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, does not operate as a capital allocator, and is not positioned as a multi-state or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents8%
- Exchange Traded Equities2%
Contacts
1 of 1
Mark Hideriotis
Managing DirectorCRD 7046180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Windham, NH
Rockingham
Location
Windham, NH
Headquartered in Windham, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 55 Enterprise Dr
- Time zone
- ET (UTC-5)
- Office locations
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