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FINANCIAL MANAGEMENT SERVICES, INC
CRD 115897
11235 MASTIN STREET, SUITE 203, OVERLAND PARK, KS, 66210, United States
Phone
913-955-3355
Fax
913-955-3350
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
6 total employees; 2 advisory reps; 23 broker-dealer reps
Clients
0
Fees
Hourly charges; Fixed fees; PERCENTAGE OF TOTAL BALANCE SHEET ASSETS
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (institutions)Educational seminarsINTEREST SPREAD AND BALANCE SHEET CONSULTING AND REPORTING FOR INSTITUTIONAL CLIENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 22 | — |
| State/municipal entities | 1 | — |
All web addresses on file
Official SEC filing: View on IAPD