FMA ADVISORY INC
CRD #107529 SEC #801-37341 HARRISBURG, PA 717-232-8850
SEC Registered
Total AUM
$484.9M
Discretionary
$474.3M
Employees
5
Clients
26
Accounts
1,141
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $484.9M | $474.3M | $10.7M | 5 | 0 |
| Jun 2021 | $484.9M | $474.3M | $10.7M | 5 | 0 |
| Mar 2021 | $484.9M | $474.3M | $10.7M | 5 | 0 |
| Jun 2020 | $437.7M | $423.4M | $14.3M | 6 | 0 |
| Mar 2020 | $437.7M | $423.4M | $14.3M | 6 | 0 |
| Mar 2019 | $411.7M | $405.8M | $6M | 6 | 0 |
| Dec 2018 | $407M | $400.3M | $6.7M | 6 | 0 |
| Apr 2018 | $407M | $400.3M | $6.7M | 6 | 0 |
| Mar 2018 | $407M | $400.3M | $6.7M | 6 | 0 |
| Mar 2017 | $356.7M | $346.5M | $10.2M | 6 | 400 |
| Mar 2016 | $310.7M | $309M | $1.7M | 6 | 700 |
| Jul 2015 | $320M | $315.9M | $4.2M | 5 | 575 |
| Apr 2015 | $320M | $315.9M | $4.2M | 5 | 575 |
| Dec 2014 | $763.5M | $635.8M | $127.7M | 5 | 631 |
| Mar 2014 | $763.5M | $635.8M | $127.7M | 5 | 631 |
| Mar 2013 | $637.8M | $587.5M | $50.3M | 8 | 602 |
| Jan 2013 | $576.7M | $472.8M | $103.9M | 8 | 600 |
| Jun 2012 | $576.7M | $472.8M | $103.9M | 6 | 600 |
| May 2012 | $576.7M | $472.8M | $103.9M | 6 | 600 |
| Feb 2012 | $576.7M | $472.8M | $103.9M | 6 | 600 |
| May 2011 | $460.8M | $435.8M | $25M | 10 | -- |
| Mar 2009 | $387.9M | $311.9M | $76M | 10 | -- |
| Mar 2009 | $387.9M | $311.9M | $76M | 10 | -- |
| Mar 2008 | $502.3M | $392.7M | $109.6M | 5 | -- |
| Mar 2007 | $467.1M | $364.8M | $102.3M | 5 | -- |
| Mar 2004 | $306.6M | $263.6M | $43M | 5 | -- |
| Mar 2002 | $263.5M | $236.4M | $27.1M | 5 | -- |
| Jun 2001 | $245.8M | $240.7M | $5.1M | 5 | -- |
DateAug 2021
Total AUM$484.9M
Discretionary$474.3M
Non-Disc.$10.7M
Employees5
Clients0
DateJun 2021
Total AUM$484.9M
Discretionary$474.3M
Non-Disc.$10.7M
Employees5
Clients0
DateMar 2021
Total AUM$484.9M
Discretionary$474.3M
Non-Disc.$10.7M
Employees5
Clients0
DateJun 2020
Total AUM$437.7M
Discretionary$423.4M
Non-Disc.$14.3M
Employees6
Clients0
DateMar 2020
Total AUM$437.7M
Discretionary$423.4M
Non-Disc.$14.3M
Employees6
Clients0
DateMar 2019
Total AUM$411.7M
Discretionary$405.8M
Non-Disc.$6M
Employees6
Clients0
DateDec 2018
Total AUM$407M
Discretionary$400.3M
Non-Disc.$6.7M
Employees6
Clients0
DateApr 2018
Total AUM$407M
Discretionary$400.3M
Non-Disc.$6.7M
Employees6
Clients0
DateMar 2018
Total AUM$407M
Discretionary$400.3M
Non-Disc.$6.7M
Employees6
Clients0
DateMar 2017
Total AUM$356.7M
Discretionary$346.5M
Non-Disc.$10.2M
Employees6
Clients400
DateMar 2016
Total AUM$310.7M
Discretionary$309M
Non-Disc.$1.7M
Employees6
Clients700
DateJul 2015
Total AUM$320M
Discretionary$315.9M
Non-Disc.$4.2M
Employees5
Clients575
DateApr 2015
Total AUM$320M
Discretionary$315.9M
Non-Disc.$4.2M
Employees5
Clients575
DateDec 2014
Total AUM$763.5M
Discretionary$635.8M
Non-Disc.$127.7M
Employees5
Clients631
DateMar 2014
Total AUM$763.5M
Discretionary$635.8M
Non-Disc.$127.7M
Employees5
Clients631
DateMar 2013
Total AUM$637.8M
Discretionary$587.5M
Non-Disc.$50.3M
Employees8
Clients602
DateJan 2013
Total AUM$576.7M
Discretionary$472.8M
Non-Disc.$103.9M
Employees8
Clients600
DateJun 2012
Total AUM$576.7M
Discretionary$472.8M
Non-Disc.$103.9M
Employees6
Clients600
DateMay 2012
Total AUM$576.7M
Discretionary$472.8M
Non-Disc.$103.9M
Employees6
Clients600
DateFeb 2012
Total AUM$576.7M
Discretionary$472.8M
Non-Disc.$103.9M
Employees6
Clients600
DateMay 2011
Total AUM$460.8M
Discretionary$435.8M
Non-Disc.$25M
Employees10
Clients--
DateMar 2009
Total AUM$387.9M
Discretionary$311.9M
Non-Disc.$76M
Employees10
Clients--
DateMar 2009
Total AUM$387.9M
Discretionary$311.9M
Non-Disc.$76M
Employees10
Clients--
DateMar 2008
Total AUM$502.3M
Discretionary$392.7M
Non-Disc.$109.6M
Employees5
Clients--
DateMar 2007
Total AUM$467.1M
Discretionary$364.8M
Non-Disc.$102.3M
Employees5
Clients--
DateMar 2004
Total AUM$306.6M
Discretionary$263.6M
Non-Disc.$43M
Employees5
Clients--
DateMar 2002
Total AUM$263.5M
Discretionary$236.4M
Non-Disc.$27.1M
Employees5
Clients--
DateJun 2001
Total AUM$245.8M
Discretionary$240.7M
Non-Disc.$5.1M
Employees5
Clients--