FINANCIAL MANAGEMENT ASSOCIATES, LLC
CRD #109531 SEC #801-58102 NORTH ANDOVER, MA 978-687-2867
SEC Registered
Total AUM
$82.6M
Discretionary
$81.7M
Employees
5
Clients
1
Accounts
395
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2017 | $82.6M | $81.7M | $859.1K | 5 | 1 |
| Aug 2017 | $82.6M | $81.7M | $859.1K | 5 | 181 |
| Jul 2017 | $82.6M | $81.7M | $859.1K | 5 | 181 |
| Jul 2017 | $82.6M | $81.7M | $859.1K | 5 | 181 |
| May 2017 | $82.6M | $81.7M | $859.1K | 5 | 181 |
| Mar 2017 | $82.6M | $81.7M | $859.1K | 5 | 181 |
| Jan 2017 | $93.8M | $93M | $787.8K | 5 | 181 |
| Dec 2016 | $93.8M | $93M | $787.8K | 5 | 181 |
| Jun 2016 | $93.8M | $93M | $787.8K | 5 | 181 |
| Feb 2016 | $93.8M | $93M | $787.8K | 3 | 181 |
| Nov 2015 | $116.4M | $115.5M | $894.3K | 3 | 300 |
| Feb 2015 | $116.4M | $115.5M | $894.3K | 3 | 300 |
| Nov 2014 | $189M | $187.9M | $1.1M | 3 | 300 |
| Mar 2014 | $189M | $187.9M | $1.1M | 3 | 300 |
| Mar 2013 | $168.1M | $167.4M | $683.9K | 3 | 300 |
| Feb 2013 | $157.1M | $156.5M | $557.4K | 3 | 300 |
| Nov 2012 | $157.1M | $156.5M | $557.4K | 3 | 300 |
| Nov 2012 | $157.1M | $156.5M | $557.4K | 3 | 300 |
| Oct 2012 | $157.1M | $156.5M | $557.4K | 1 | 300 |
| Oct 2012 | $157.1M | $156.5M | $557.4K | 1 | 300 |
| Feb 2012 | $157.1M | $156.5M | $557.4K | 1 | 300 |
| Mar 2011 | $169M | $168.5M | $524.3K | 5 | -- |
| Nov 2010 | $156.9M | $154.4M | $2.5M | 5 | -- |
| Feb 2007 | $168.1M | $166.9M | $1.2M | 5 | -- |
| Dec 2006 | $138.5M | $137.6M | $864.3K | 5 | -- |
| Feb 2006 | $138.5M | $137.6M | $864.3K | 5 | -- |
| Sep 2005 | $127.3M | $126M | $1.3M | 5 | -- |
| Aug 2004 | $106.2M | $104.8M | $1.4M | 5 | -- |
| Mar 2004 | $106.2M | $104.8M | $1.4M | 5 | -- |
| Dec 2003 | $85.8M | $84.5M | $1.2M | 5 | -- |
| Mar 2002 | $95.1M | $93.8M | $1.3M | 5 | -- |
DateOct 2017
Total AUM$82.6M
Discretionary$81.7M
Non-Disc.$859.1K
Employees5
Clients1
DateAug 2017
Total AUM$82.6M
Discretionary$81.7M
Non-Disc.$859.1K
Employees5
Clients181
DateJul 2017
Total AUM$82.6M
Discretionary$81.7M
Non-Disc.$859.1K
Employees5
Clients181
DateJul 2017
Total AUM$82.6M
Discretionary$81.7M
Non-Disc.$859.1K
Employees5
Clients181
DateMay 2017
Total AUM$82.6M
Discretionary$81.7M
Non-Disc.$859.1K
Employees5
Clients181
DateMar 2017
Total AUM$82.6M
Discretionary$81.7M
Non-Disc.$859.1K
Employees5
Clients181
DateJan 2017
Total AUM$93.8M
Discretionary$93M
Non-Disc.$787.8K
Employees5
Clients181
DateDec 2016
Total AUM$93.8M
Discretionary$93M
Non-Disc.$787.8K
Employees5
Clients181
DateJun 2016
Total AUM$93.8M
Discretionary$93M
Non-Disc.$787.8K
Employees5
Clients181
DateFeb 2016
Total AUM$93.8M
Discretionary$93M
Non-Disc.$787.8K
Employees3
Clients181
DateNov 2015
Total AUM$116.4M
Discretionary$115.5M
Non-Disc.$894.3K
Employees3
Clients300
DateFeb 2015
Total AUM$116.4M
Discretionary$115.5M
Non-Disc.$894.3K
Employees3
Clients300
DateNov 2014
Total AUM$189M
Discretionary$187.9M
Non-Disc.$1.1M
Employees3
Clients300
DateMar 2014
Total AUM$189M
Discretionary$187.9M
Non-Disc.$1.1M
Employees3
Clients300
DateMar 2013
Total AUM$168.1M
Discretionary$167.4M
Non-Disc.$683.9K
Employees3
Clients300
DateFeb 2013
Total AUM$157.1M
Discretionary$156.5M
Non-Disc.$557.4K
Employees3
Clients300
DateNov 2012
Total AUM$157.1M
Discretionary$156.5M
Non-Disc.$557.4K
Employees3
Clients300
DateNov 2012
Total AUM$157.1M
Discretionary$156.5M
Non-Disc.$557.4K
Employees3
Clients300
DateOct 2012
Total AUM$157.1M
Discretionary$156.5M
Non-Disc.$557.4K
Employees1
Clients300
DateOct 2012
Total AUM$157.1M
Discretionary$156.5M
Non-Disc.$557.4K
Employees1
Clients300
DateFeb 2012
Total AUM$157.1M
Discretionary$156.5M
Non-Disc.$557.4K
Employees1
Clients300
DateMar 2011
Total AUM$169M
Discretionary$168.5M
Non-Disc.$524.3K
Employees5
Clients--
DateNov 2010
Total AUM$156.9M
Discretionary$154.4M
Non-Disc.$2.5M
Employees5
Clients--
DateFeb 2007
Total AUM$168.1M
Discretionary$166.9M
Non-Disc.$1.2M
Employees5
Clients--
DateDec 2006
Total AUM$138.5M
Discretionary$137.6M
Non-Disc.$864.3K
Employees5
Clients--
DateFeb 2006
Total AUM$138.5M
Discretionary$137.6M
Non-Disc.$864.3K
Employees5
Clients--
DateSep 2005
Total AUM$127.3M
Discretionary$126M
Non-Disc.$1.3M
Employees5
Clients--
DateAug 2004
Total AUM$106.2M
Discretionary$104.8M
Non-Disc.$1.4M
Employees5
Clients--
DateMar 2004
Total AUM$106.2M
Discretionary$104.8M
Non-Disc.$1.4M
Employees5
Clients--
DateDec 2003
Total AUM$85.8M
Discretionary$84.5M
Non-Disc.$1.2M
Employees5
Clients--
DateMar 2002
Total AUM$95.1M
Discretionary$93.8M
Non-Disc.$1.3M
Employees5
Clients--