FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.
DBA: FMSA
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $216.4M |
| Discretionary | $136.4M63% of AUM |
| Non-Discretionary | $80.0M |
| Client Accounts | 1,784 |
| Avg Account Size | $121K |
| Employees | 20 |
| Peak AUM | $216.4MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $216M | +14.4% | +13.1% | +10.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $216.4M |
| Discretionary | $136.4M |
| Employees | 20 |
| Client Accounts | 1784 |
| Client Range | More than 500 |
Contact & Location
Phone
5612892602
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$136M
63.0% of AUM
Non-Discretionary
$80M
37.0% of AUM
Disc. mix ▲ 1.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Pension Consultant