FINANCIAL MANAGEMENT ASSOCIATES, LLC
CRD #327502 SEC #801-128596 NORTH ANDOVER, MA 978-687-2867
SEC Registered
Total AUM
$126.6M
Discretionary
$126.2M
Employees
3
Clients
25
Accounts
345
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $126.6M | $126.2M | $464.2K | 3 | 2 |
| Jun 2024 | $110.1M | $109.5M | $552K | 4 | 1 |
| Feb 2024 | $110.1M | $109.5M | $552K | 4 | 1 |
| Dec 2023 | $107.6M | $107M | $561.2K | 4 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
| Aug 2023 | $0 | $0 | $0 | 4 | 0 |
| Jul 2023 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$126.6M
Discretionary$126.2M
Non-Disc.$464.2K
Employees3
Clients2
DateJun 2024
Total AUM$110.1M
Discretionary$109.5M
Non-Disc.$552K
Employees4
Clients1
DateFeb 2024
Total AUM$110.1M
Discretionary$109.5M
Non-Disc.$552K
Employees4
Clients1
DateDec 2023
Total AUM$107.6M
Discretionary$107M
Non-Disc.$561.2K
Employees4
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0