FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. of LAFAYETTE, LA is an SEC-registered investment adviser (CRD 154136). Regulatory assets under management: $216.4M.

Registration

• CRD: 154136
• SEC file number: 801-71764
• Type: Registered investment adviser
• Location: 111 STONEMONT RD., LAFAYETTE, LA, 70508
• Phone: 5612892602
• Latest filing: 2026-06-05
• Regulatory AUM: $216.4M
• Discretionary AUM: $136.4M
• Non-discretionary AUM: $80.0M
• Clients: 20
• Accounts: 1,784

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154136 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search