Financial Management

Finance · Washington, United States · 51-200 Employees

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Overview

Headquarters

115 N 50th Ave Ste B, Yakima, Washington...

Phone Number

(509) 965-5654

Revenue

$7.9 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 financial advisory firm located in Yakima, WA, specializing in wealth management, financial planning, retirement planning, and investment management services. The firm aims to assist clients from various backgrounds in defining their vision of true wealth and achieving their financial goals. Their comprehensive offerings also include estate planning, tax planning, and business succession planning. Financial Management, Inc positions itself as a coach and advocate for clients, ensuring they stay accountable and informed throughout life's financial challenges.Explore more
Financial Management's Social MediaPopular SearchesFinancial Management IncFinancial ManagementBuxton Financial IncFinancial Information Management IncFinancialmanagementsolutions YakimaSIC Code 62,628NAICS Code 52,523Show more

Financial Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Management

$7.9M
51-200
Private
<$5M
1991
VP
Valen PermannDirector, Operations
$43.8M
51-200
Private
<$5M
2003
SS
Steven SimonChairman & CEO
$15.4M
201-500
Private
-
1995
WK
Wayne KantolaChief Operating Officer
$7.2M
51-200
Private
-
2003
$6.9M
11-50
Private
-
-
DB
Denise BoltonDirector, Operations
$6.7M
201-500
Private
-
2004
<$5M
51-200
Private
-
1998
VP
Vincent PanizziSenior Wealth Advisor
Illustration of an envelope

Company Profile Activity

i

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Low Activity

High Activity

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 financials insights

Gather financial insights about Financial Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$135K

See All Financial Management's Financials Insights

Financial Management Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Financial Management

What is Financial Management's official website?
Financial Management's official website is www.fmiwealth.com
What is Financial Management's Revenue?
Financial Management's revenue is $7.9 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 51-200 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: ACM Wealth, Commonwealth Financial Group, Cassaday & Company, Wealth Partners Advisors
What companies has Financial Management acquired?
Financial Management has acquired the companies: Reeves Financial Services
What technology does Financial Management use?
Some of the popular technologies that Financial Management uses are: WooCommerce, WordPress.org, Drip, reCAPTCHA
How do I contact Financial Management?
Financial Management contact info: Phone number: (509) 965-5654 Website: www.fmiwealth.com
What does Financial Management do?

Financial Management, Inc is a financial advisory firm located in Yakima, WA, specializing in wealth management, financial planning, retirement planning, and investment management services. The firm aims to assist clients from various backgrounds in defining their vision of true wealth and achieving their financial goals. Their comprehensive offeri... ngs also include estate planning, tax planning, and business succession planning. Financial Management, Inc positions itself as a coach and advocate for clients, ensuring they stay accountable and informed throughout life's financial challenges.Read More

What are Financial Management social media links?
Financial Management Linkedin page Financial Management Twitter 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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