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FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.
FMSA
2 registered advisors
·
CRD# 154136
SEC# 801-71764
5
5612892602
01
Firm Overview
AUM
$169M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.
2 registered advisors
Tiffany Nichole Grayson-Tauzin
LAFAYETTE, Louisiana
CRD# 4980717
Victor Scott Sonnier
LAFAYETTE, Louisiana
CRD# 3151399
05
Office Locations
LAFAYETTE, Louisiana
2 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. (CRD# 154136) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.