Financial Management Services, Inc
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 115897
- Website
- fmsiconsulting.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Portfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Management Services, Inc. is structured as a corporation that operates as an institutional registered investment adviser serving institutional clients. Its advisory work centers on portfolio management for businesses and institutions and it also provides educational seminars and workshops. The firm bills on hourly and fixed-fee bases (and lists other fee arrangements), and is owned by an individual. It is not identified as an active ESG investor, is not a pension consultant, and does not act as a capital allocator or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Adam Wilson
PartnerCRD 5240592
Charles Crouch
PartnerCRD 4209436
Cory Poncelet
PartnerCRD 7581806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 11235 Mastin St
- Time zone
- CT (UTC-6)
- Office locations
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