FINANCIAL MANAGEMENT, INC.
CRD #117578 SEC #801-80360 YAKIMA, WA 509-965-5654
SEC Registered
Total AUM
$477.1M
Discretionary
$476.3M
Employees
14
Clients
51
Accounts
3,374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2020 | $477.1M | $476.3M | $713.6K | 14 | 0 |
| Oct 2019 | $386.2M | $381.9M | $4.4M | 14 | 57 |
| Aug 2019 | $386.2M | $381.9M | $4.4M | 14 | 57 |
| Apr 2019 | $386.2M | $381.9M | $4.4M | 13 | 57 |
| Apr 2019 | $386.2M | $381.9M | $4.4M | 13 | 57 |
| Mar 2019 | $386.2M | $381.9M | $4.4M | 14 | 57 |
| Oct 2018 | $353.9M | $348.5M | $5.3M | 14 | 62 |
| Aug 2018 | $353.9M | $348.5M | $5.3M | 15 | 62 |
| Apr 2018 | $353.9M | $348.5M | $5.3M | 14 | 62 |
| Feb 2018 | $353.9M | $348.5M | $5.3M | 14 | 62 |
| Mar 2017 | $252.7M | $250.2M | $2.5M | 16 | 900 |
| Mar 2016 | $208.7M | $204.2M | $4.5M | 12 | 700 |
| Mar 2015 | $155.9M | $151.9M | $4M | 9 | 600 |
| Nov 2014 | $126.8M | $122.6M | $4.2M | 9 | 26 |
| Oct 2014 | $126.8M | $122.6M | $4.2M | 9 | 26 |
| Sep 2014 | $126.8M | $122.6M | $4.2M | 9 | 26 |
DateMar 2020
Total AUM$477.1M
Discretionary$476.3M
Non-Disc.$713.6K
Employees14
Clients0
DateOct 2019
Total AUM$386.2M
Discretionary$381.9M
Non-Disc.$4.4M
Employees14
Clients57
DateAug 2019
Total AUM$386.2M
Discretionary$381.9M
Non-Disc.$4.4M
Employees14
Clients57
DateApr 2019
Total AUM$386.2M
Discretionary$381.9M
Non-Disc.$4.4M
Employees13
Clients57
DateApr 2019
Total AUM$386.2M
Discretionary$381.9M
Non-Disc.$4.4M
Employees13
Clients57
DateMar 2019
Total AUM$386.2M
Discretionary$381.9M
Non-Disc.$4.4M
Employees14
Clients57
DateOct 2018
Total AUM$353.9M
Discretionary$348.5M
Non-Disc.$5.3M
Employees14
Clients62
DateAug 2018
Total AUM$353.9M
Discretionary$348.5M
Non-Disc.$5.3M
Employees15
Clients62
DateApr 2018
Total AUM$353.9M
Discretionary$348.5M
Non-Disc.$5.3M
Employees14
Clients62
DateFeb 2018
Total AUM$353.9M
Discretionary$348.5M
Non-Disc.$5.3M
Employees14
Clients62
DateMar 2017
Total AUM$252.7M
Discretionary$250.2M
Non-Disc.$2.5M
Employees16
Clients900
DateMar 2016
Total AUM$208.7M
Discretionary$204.2M
Non-Disc.$4.5M
Employees12
Clients700
DateMar 2015
Total AUM$155.9M
Discretionary$151.9M
Non-Disc.$4M
Employees9
Clients600
DateNov 2014
Total AUM$126.8M
Discretionary$122.6M
Non-Disc.$4.2M
Employees9
Clients26
DateOct 2014
Total AUM$126.8M
Discretionary$122.6M
Non-Disc.$4.2M
Employees9
Clients26
DateSep 2014
Total AUM$126.8M
Discretionary$122.6M
Non-Disc.$4.2M
Employees9
Clients26