FINANCIAL MANAGEMENT SERVICES, INC

Overview

Financial Management Services, Inc. is an individually owned corporate advisory firm that focuses on institutional clients. Its advisory work centers on providing portfolio management for businesses and other institutional entities and delivering educational seminars and workshops. The firm reports fee arrangements that include hourly charges, fixed fees and other non-asset-based billing structures rather than a standard percentage-of-assets model. It is not identified as an active ESG investor and is not reported as a pension consultant or a related adviser.

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Location & Offices