Financial Management Associates, LLC
● SEC registered since 2023CRD 327502SEC# 801-128596Windham, NH
Reg. AUM
$135.8M
Employees
3
Accounts
344
Location
Windham, NH
Financial Management Associates, LLC assets under management
Financial Management Associates, LLC operates as an SEC-registered investment adviser based in Windham, NH. The firm has been registered since 2023. It reports $135.8 million in regulatory assets under management and employs 3 people.
Financial Management Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark James Hideriotis Control | Managing Member And Cco | Over 75% | 2023 |
Frequently asked questions
How much does Financial Management Associates, LLC manage?
Financial Management Associates, LLC reports $135.8 million in regulatory assets under management on its Form ADV.
How many employees does Financial Management Associates, LLC have?
Financial Management Associates, LLC reports 3 employees.
Where is Financial Management Associates, LLC located?
Financial Management Associates, LLC is based in Windham, NH and has been SEC-registered since 2023.
Does Financial Management Associates, LLC disclose fund performance?
Financial Management Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 55 Enterprise Drive, Windham, NH 03087 |
| Phone | 978-687-2867 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.8M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$135.8Mregulatory AUM
Discretionary $135.3MNon-discretionary $465K