FINANCIAL MANAGEMENT ASSOCIATES, LLC
FINANCIAL MANAGEMENT ASSOCIATES, LLC of NORTH ANDOVER, MA is an SEC-registered investment adviser (CRD 109531). Regulatory assets under management: $82.6M.
Registration
- CRD: 109531
- SEC file number: 801-58102
- Type: Registered investment adviser
- Location: 510 TURNPIKE STREET, SUITE 203, NORTH ANDOVER, MA, 01845
- Phone: 978-687-2867
- Latest filing: 2017-10-17
- Regulatory AUM: $82.6M
- Discretionary AUM: $81.7M
- Non-discretionary AUM: $859K
- Clients: 5
- Accounts: 395
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| MORRIS JAMES MARC | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| KENNEY ALAN PETER | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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