F
$84.1M Total AUM
$84.1M Disc. AUM
-- 3Y CAGR
2 Employees
73 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- Value eagleFocus +more
- Established Date
- 01-29-2019
- Office Locations
- 1
Office Locations
-- OAK Brook IL
About FMI Financial, Ltd.
FMI Financial, Ltd. provides 1:1, fiduciary wealth planning and investment management, with founder Frank Iozzo delivering personalized, sales-pitch-free guidance. Services span cash-flow, savings and debt management, 401(k) optimization, insurance evaluation, retirement projections, and legacy planning, supported by client financial tools. Portfolios primarily use public funds and ETFs and can be custodied at Schwab.
Team overview
32 AVG AGE
$42.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Quantum element Atlas focus Pioneer
Client Personas
Element vector
Custodian
Horizon Vector Element
Investment Themes
Glacier horizon Meridian
Investment Vehicles
Delta ember
Services
Signal Ember bridge Legacy delta Wave summit Legacy Pathway insight Radial Quantum Eagle peak
Technology
Beacon radial Momentum capital Legacy beacon Crest radial Quantum optima
Owner & Executives
F
FRANK MICHAEL IOZZO
Founder, President
- CRD
- #5642894
- Ownership
- 75% or more
(533) 718-3447
matrix.insight@unisoncapital.com
in linkedin.com/in/atlas-summit
Showing 1 of 1 owners & executives
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K
KATIE LYNN BLECHSCHMIDT
--
- CRD
- #7329373
(461) 514-9006
value.momentum@unisoncapital.com
in linkedin.com/in/harbor-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,071,406 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,071,406 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,071,406
Public Funds:
34.7% Equity - Exchange:
65.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $253,140,205 | 34.7% |
| Equity - Exchange | $476,370,472 | 65.3% |
| Total | $729,510,677 | 100.0% |