FINANCIAL MANAGEMENT, INC.

FINANCIAL MANAGEMENT, INC. of YAKIMA, WA is an SEC-registered investment adviser (CRD 117578). Regulatory assets under management: $477.1M.

Registration

• CRD: 117578
• SEC file number: 801-80360
• Type: Registered investment adviser
• Location: 115 N. 50TH AVE., SUITE B, YAKIMA, WA, 98908-2886
• Phone: 509-965-5654
• Latest filing: 2020-03-27
• Regulatory AUM: $477.1M
• Discretionary AUM: $476.3M
• Non-discretionary AUM: $714K
• Clients: 14
• Accounts: 3,374

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 117578 on SEC IAPD (source of record)
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