FINANCIAL MANAGEMENT STRATEGIES, LLC

FINANCIAL MANAGEMENT STRATEGIES, LLC of BALTIMORE, MD is an SEC-registered investment adviser (CRD 122347). Regulatory assets under management: $350.3M.

Registration

• CRD: 122347
• Type: Registered investment adviser
• Location: 1330 SMITH AVENUE, BALTIMORE, MD, 21209-3731
• Phone: 410-779-1276
• Latest filing: 2026-05-11
• Regulatory AUM: $350.3M
• Non-discretionary AUM: $350.3M
• Clients: 8
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122347 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search