$135.8M Total AUM
$135.3M Disc. AUM
-- 3Y CAGR
3 Employees
347 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 08-21-2023
- Office Locations
- 1
Office Locations
55 Enterprise Drive Windham NH
About Financial Management Associates, LLC
Financial Management Associates, LLC (FMA) is an SEC-registered RIA providing personalized financial planning and investment management for individuals and business owners. The firm builds custom roadmaps using an Accumulation–Protection–Distribution approach, with services spanning tax and estate planning and insurance coordination. Custodied at Schwab, with a ShareFile client portal for document exchange.
Team overview
-- AVG AGE
$135.8M AVG AUM / ADVISOR
$391.3K AVG AUM / CLIENT
2.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Frontier Timber
Client Personas
Crest atlas
CRM
Pathway zenith
Custodian
Insight insight Prime
Investment Themes
Ridge unison
Investment Vehicles
Radial ember
Services
Unison summit Element Ridge Harbor Delta crest Summit Zenith catalyst
Technology
Catalyst peak
Owner & Executives
M
Mark James Hideriotis
Chief Compliance Officer, Managing Member
- CRD
- #7046180
- Ownership
- 75% or more
(839) 792-4113
meridian.prime@matrixcapital.com
in linkedin.com/in/legacy-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,331,031 | $396,865 |
| Non-Discretionary | $465,312 | $155,104 |
| Total | $135,796,343 | $394,757 |
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Separately Managed Accounts
Total SMA Asset: $135,796,343
Public Funds:
15.4% Cash:
22.3% Equity - Exchange:
62.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,356,537,139 | 15.4% |
| Cash | $1,964,336,247 | 22.3% |
| Equity - Exchange | $5,487,809,338 | 62.3% |
| Total | $8,808,682,724 | 100.0% |