Financial Management Services of America LLC.
● SEC registered since 2010CRD 154136SEC# 801-71764
Reg. AUM
$216.4M
Employees
20
Accounts
1,784
Location
—
Financial Management Services of America LLC. assets under management
Financial Management Services of America LLC. is an SEC-registered investment adviser. The firm has been registered since 2010. It reports $216.4 million in regulatory assets under management and employs 20 people.
Financial Management Services of America LLC. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Victor Scott Sonnier Control | Chief Compliance Officer | Over 75% | 2004 |
| Victor Scott Sonnier Control | Ceo | Over 75% | 2004 |
Frequently asked questions
How much does Financial Management Services of America LLC. manage?
Financial Management Services of America LLC. reports $216.4 million in regulatory assets under management on its Form ADV.
How many employees does Financial Management Services of America LLC. have?
Financial Management Services of America LLC. reports 20 employees.
Does Financial Management Services of America LLC. disclose fund performance?
Financial Management Services of America LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 5612892602 |
| Fax | 337-984-7745 |
| Office hours | Fmsa |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$216.4M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$216.4Mregulatory AUM
Discretionary $136.4MNon-discretionary $80M