CRD: 109806
Managed Financial Services Corp INC
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- Custodian
- Fidelity/NFS · JP Morgan
- Clients
- Retail
- Platforms
- AlphaMatrix horizon
- Established Date
- 12-10-1999
- Office Locations
- 1
Office Locations
About Managed Financial Services Corp INC
Managed Financial Services Corporation, Inc. is a Texas-based registered investment adviser providing investment management and planning for investing, retirement, and savings. The firm emphasizes preserving principal while pursuing returns aligned with each client’s investment philosophy. It serves individuals as well as pension plans, educators, and businesses; custodians include Fidelity/NFS and J.P. Morgan.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN WESLEY COOK
Chief Executive Officer
- CRD
- #1452978
- Ownership
- 25% but less than 50%
WILLIAM RONALD MITCHELL
--
- CRD
- --
- Ownership
- 25% but less than 50%
Element quantum
North insight atlas
- CRD
- #34268
- Ownership
- 7.0%
Showing 2 of 4 owners & executives
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Jonathan David Elston
Investment Advisor Representative
- CRD
- #7141322
STEVEN BRENT HOBBS
Investment Advisor Representative
- CRD
- #4061817
North quantum
Focus delta prime
- CRD
- #33111
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,011,177 | $282,927 |
| Non-Discretionary | $2,455,066 | -- |
| Total | $55,466,243 | $282,927 |
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Separately Managed Accounts
Total SMA Asset: $55,466,243
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,203,357,289 | 100.0% |
| Total | $3,203,357,289 | 100.0% |