CRD: 117442
Financial Management Advisors, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-08-2004
- Office Locations
- 1
Office Locations
About Financial Management Advisors, Inc.
Financial Management Advisors, Inc. is a full-service advisory firm based in Middle Tennessee, focused on helping clients define and pursue long-term financial goals through financial and investment planning, portfolio management, and retirement, tax and estate planning, including insurance/annuity and 529 planning. The practice uses ETFs and mutual funds within an active asset-allocation approach and commonly custodians assets at Schwab and Fidelity.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
James Dietzen Bratcher Jr.
Chief Compliance Officer, President
- CRD
- #1068925
- Ownership
- 50% but less than 75%
JAMES DIETZEN BRATCHER III
--
- CRD
- #5299395
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,600,000 | $155,000 |
| Non-Discretionary | $69,300,000 | $13,860,000 |
| Total | $149,900,000 | $285,524 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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