FINANCIAL MANAGEMENT CONCEPTS
CRD #118793 SEC #801-62030 WINTER SPRINGS, FL 407-647-7006
SEC Registered
Total AUM
$175.6M
Discretionary
$174.1M
Employees
5
Clients
101
Accounts
593
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| Fricke, Annette, M | I | SECRETARY/TREASURER | NA | |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIN, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TERRY, BRIAN, PATRICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANORE, ANTHONY, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANORE, ANTHONY, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANORE, ANTHONY, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANORE, ANTHONY, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VANORE, ANTHONY, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY., TREAS. AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY., TREAS. AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. & TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. & TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY., TREAS. AND CHIEF COMPLIANCE OFFICER | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT, SECY. AND, TREAS. | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
| FRICKE, BRIAN, LEE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 20, 2021 REGISTERED
Notice Filings (5)
FL GA NC NH TX
Address
1700 TOWN PLAZA COURTWINTER SPRINGS, FL 32708
United States
Phone: 407-647-7006