Financial Management

Finance · Arkansas, United States · 1-10 Employees

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Overview

Headquarters

10809 Executive Center Dr Ste 204, Littl...

Phone Number

(501) 227-7400

Revenue

<$5 Million

Industry

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

Financial Management Inc. is a fee-only registered investment adviser established in 1982, making it one of the oldest independent advisory firms in Arkansas. The firm serves as fiduciaries for individuals, private trusts, retirement plans, and nonprofits across the U.S., offering risk-adjusted investment models and consulting services. Their mission focuses on creating diversified investment portfolios that preserve capital and provide positive returns while prioritizing client interests. With a commitment to fiduciary excellence and CEFEX certification, they aim to enhance client satisfaction and align services with client goals.Explore more
Popular SearchesFinancial Management IncSouthmark Asset Management, Inc (m)SIC Code 62,628NAICS Code 52,523Show more

Financial Management Org Chart

PhoneEmail
JR
United States flag for contact location.

Investment Advisor & Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Management

<$5M
1-10
Private
-
1982
JR
John RobinsonInvestment Advisor & Representative
<$5M
11-50
Private
-
2019
JS
Jerry SnidermanManaging Partner
<$5M
1-10
Private
-
2010
DS
Darren SchneckFinancial Advisor
<$5M
1-10
Private
-
-
KC
Kristen CrouthamelFinancial Advisor
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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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.fmioffice.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: Wealth Advisory Services, Hull Wealth Management, Capital Asset Management, GCSB Investment Center
What technology does Financial Management use?
Some of the popular technologies that Financial Management uses are: Tierpoint, WordPress.org, PHP, Squarespace Online Stores
How do I contact Financial Management?
Financial Management contact info: Phone number: (501) 227-7400 Website: www.fmioffice.com
What does Financial Management do?

Financial Management Inc. is a fee-only registered investment adviser established in 1982, making it one of the oldest independent advisory firms in Arkansas. The firm serves as fiduciaries for individuals, private trusts, retirement plans, and nonprofits across the U.S., offering risk-adjusted investment models and consulting services. Their missi... on focuses on creating diversified investment portfolios that preserve capital and provide positive returns while prioritizing client interests. With a commitment to fiduciary excellence and CEFEX certification, they aim to enhance client satisfaction and align services with client goals.Read More

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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