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Financial Management Associates, LLC

Headquartered in NORTH ANDOVER, MA

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Firm Information

Financial Management Associates, LLC is a registered investment advisor located in North Andover, MA. The firm provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit sharing plans. They have 1 licensed agent, 2 investment adviser representatives, and a total of 316 client accounts under management. The firm currently manages approximately $110,085,539 in regulatory assets under management.

Financial Management Associates, LLC

471 ANDOVER STREET

NORTH ANDOVER, MA 01845

$110.09M

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FINANCIAL MANAGEMENT ASSOCIATES, LLC has a total of 1 branch locations across the country.
location

NORTH ANDOVER, MA

Advisors at Financial Management Associates, LLC

View All 1 Advisors
Unclaimed
Mark James Hideriotis

RA

NORTH ANDOVER, MA

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Disclosures

There are no public disclosures for Financial Management Associates, LLC.

Frequently Asked Questions (6)

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