Fmsbonds, Inc.
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 7793
- Registered since
- December 1, 1978
- Website
- www.fmsbonds.com
Firm profile
FINTRXOverview
Fmsbonds, Inc. is recorded as a corporate advisory entity that has been SEC-registered since 1978. FINTRX characterizes ownership as individual and assigns an "unclassified" label to the firm's registration status. Public disclosures in the FINTRX profile are scant, so there is limited visibility into the firm's target clients, service lines, or fee arrangements. The FINTRX snapshot flags several absence-of-activity items: the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a pension consultant or related adviser. The firm also is shown as not newly formed. Beyond those flags, the record does not describe advisory activities, business operations, or client segmentation.
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
Owners & executives
1 of 1James Klotz
CEOCRD 500438
Contacts
3 of 73Lori Snow
Financial AdvisorCRD 4058884
Toni Collier
Executive Vice PresidentCRD 2020841
Michael Klurman
Financial AdvisorCRD 4058885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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