Financial Management

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

130 D St NW, Ardmore, Oklahoma, 73401, U...

Phone Number

(580) 226-4058

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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About Financial Management

Financial Management, Inc. is an SEC registered investment advisor based in Ardmore, OK, established in 1997. The firm focuses on building strong client relationships while providing personalized financial management services aimed at portfolio performance and wealth building. They employ a diversified investment strategy that includes actively managed mutual funds, indexed mutual funds, ETFs, and individual stocks and bonds, tailored to clients' risk tolerances. Their mission is to help clients secure their financial futures through careful investment decision-making and ongoing portfolio management.Explore more
Financial Management's Social MediaPopular SearchesFinancial Management IncFinancial IncFinancial ManagementFinancial Management, Inc (FMI)JBR Co Financial Management IncSIC Code 62,628NAICS Code 52,523Show more

Financial Management Org Chart

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MW
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Management

<$5M
1-10
Private
-
1997
MW
Michael WhitsonFinancial Advisor
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$7.7M
11-50
Private
-
1988
RC
Ross ClemonsChief Technology Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2018
JF
John FerraroInvestment Advisor & Representative
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
2010
James Liotta, President & Founder at Prominence Capital
James LiottaPresident & Founder
Illustration of an envelope

Company Profile Activity

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Activity Insights

Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Management.

Financial Management Tech Stack

A closer look at the technologies used by Financial Management

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Frequently Asked Questions Regarding Financial Management

What is Financial Management's official website?
Financial Management's official website is www.fmiardmore.com
What is Financial Management's Revenue?
Financial Management's revenue is <$5 Million
What is Financial Management's SIC code?
Financial Management's SIC: 62,628
What is Financial Management's NAICS code?
Financial Management's NAICS: 52,523
How many employees does Financial Management have?
Financial Management has 1-10 employees
What industry does Financial Management belong to?
Financial Management is in the industry of: Finance, Securities Trading
What is Financial Management competition?
Financial Management top competitors include: Sachs Financial Servic, ABLE Wealth Management Solutions, Clarus Wealth Advisors, Prominence Capital
What technology does Financial Management use?
Some of the popular technologies that Financial Management uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Financial Management?
Financial Management contact info: Phone number: (580) 226-4058 Website: www.fmiardmore.com
What does Financial Management do?

Financial Management, Inc. is an SEC registered investment advisor based in Ardmore, OK, established in 1997. The firm focuses on building strong client relationships while providing personalized financial management services aimed at portfolio performance and wealth building. They employ a diversified investment strategy that includes actively man... aged mutual funds, indexed mutual funds, ETFs, and individual stocks and bonds, tailored to clients' risk tolerances. Their mission is to help clients secure their financial futures through careful investment decision-making and ongoing portfolio management.Read More

What are Financial Management social media links?
Financial Management Linkedin page Financial Management Facebook page
Is Financial Management a public company?
Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Financial Management

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