Fmsbonds, Inc.

Broker-DealerFINRA MemberEst. 1978

Total AUM

—

Advisory reps

74

Avg account

$0

Firm details

Headquarters: Boca Raton, Florida
CRD number: 7793
Registered since: December 1, 1978
Website: www.fmsbonds.com

Firm profile

FINTRX

Overview

Fmsbonds, Inc. is an individually owned corporation that has been registered with the SEC since 1978. The firm is listed as "Unclassified" in the available dataset. The profile indicates it is not identified as a capital allocator, not active on ESG criteria, and is not characterized as a multi-state or pension consultant adviser. The dataset does not provide descriptive detail about the firm's client segments, fee model, or specific advisory activities.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

James Klotz
CEOCRD 500438

Contacts

3 of 73

Lori Snow
Financial AdvisorCRD 4058884
Toni Collier
Executive Vice PresidentCRD 2020841
Michael Klurman
Financial AdvisorCRD 4058885

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Palm Beach
Address: 4775 Technology Way
Time zone: ET (UTC-5)
Office locations

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