FMT INVESTMENT ADVISORY

FMT INVESTMENT ADVISORY is an SEC-registered investment adviser (CRD 133295). Regulatory assets under management: $30.9M.

Registration

• CRD: 133295
• Type: Registered investment adviser
• Phone: 888-649-6556
• Latest filing: 2026-05-26
• Regulatory AUM: $30.9M
• Discretionary AUM: $30.9M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133295 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search