FMA Advisory Review

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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FMA Advisory, federally registered in 1990, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 3 advisors. FMA Advisory manages $411.7 million and provides investment advisory services for 419 clients (1:140 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $982,659
Hybrid Advisor No
Disciplinary History No
Total AUM $411.7 million
Advisor / Client Ratio 1:140
Headquarters Harrisburg, PA
SEC Filings Forms and Brochures    (CRD # 107529)
State(s) Registered CA, CT, FL, MD, NJ, NY, NC, PA, RI, TX, VA

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