FINANCIAL MANAGEMENT STRATEGIES, INC.

BROADVIEW HTS., Ohio·8 registered advisors·CRD# 120818
SEC# 801-666416216-642-1099
01

Firm Overview

AUM
$542M
Regulatory assets under management
Employees
34
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL MANAGEMENT STRATEGIES, INC.

8 registered advisors
Austin John Linden
BROADVIEW HTS., Ohio
Carl Joseph Camillo
BROADVIEW HTS., Ohio
Charles Brian Elliott
BROADVIEW HTS., Ohio
Daniel Joseph Lane
BROADVIEW HTS., Ohio
Geoffrey Francis Novack
BROADVIEW HTS., Ohio
Jeffrey Charles Knox
BROADVIEW HTS., Ohio
Kim Marie Bolden
VALLEY VIEW, Ohio
Victoria Louise Ellinger
BROADVIEW HTS., Ohio
05

Office Locations

BROADVIEW HTS., Ohio
7 advisors
VALLEY VIEW, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL MANAGEMENT STRATEGIES, INC. (CRD# 120818) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.