RIA Intel›Advisers›FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.

Advisory

N·

Data as of Feb 11, 2026 · Source: SEC Form ADV

Total AUM
$216M
1-Year AUM Growth
+16.6%
3-Year CAGR
+9.1%
Employees
20
Assets Under Management
Total AUM$216M
Discretionary AUM$136M
Non-Discretionary AUM$80M
Discretionary %63%
Total Clients862
Team
Total Employees20
Investment Advisers20
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingAug 10, 2010
Latest FilingFeb 11, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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