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Financial Management, Inc.

Headquartered in LITTLE ROCK, AR

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Firm Information

Financial Management, Inc. is an investment advisor registered with the SEC located in LITTLE ROCK, AR. The firm provides portfolio management for individuals and businesses, as well as financial planning and pension consulting services. They serve a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm has approximately $118 million in regulatory assets under management.

Financial Management, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$118.06M

Assets Under Management

2

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

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 (2)

FINANCIAL MANAGEMENT, INC. has a total of 2 branch locations across the country.
location

LITTLE ROCK, AR

location

MOBILE, AL

Advisors at Financial Management, Inc.

View All 3 Advisors
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Jessica Lynne Wallace

RA

LITTLE ROCK, AR

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Patrick Benjamin Goolsby

RA

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Harold Franklin Grubbs

RA

LITTLE ROCK, AR

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Unclaimed
Brandon Heath Grubbs

RA

LITTLE ROCK, AR

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Unclaimed
John Burgoyne Robinson

CFP®, RA

LITTLE ROCK, AR

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Disclosures

There are no public disclosures for Financial Management, Inc..

Frequently Asked Questions (5)

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