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Ardmore, Oklahoma
$175.0 million AUM
1 office

Fmi is based in Ardmore, Oklahoma and has $175.0 million in assets under management.

Location
130 D. Street NW
Ardmore, OK 73401
$175.0 million
AUM
5
Employees
AUM Share
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$175,000,000
Assets under management
745 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 390 $70,000,000 40% $179,487
High net worth individuals 30 $78,750,000 45% $2,625,000
Other corporations or businesses 15 $26,250,000 15% $1,750,000
Employees Share
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5
Employees
5
Investment analysts
100% of total employees
AUM per employee Share
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$175,000,000
Assets under management
$35,000,000
AUM per employee
$35,000,000
AUM per investment analyst
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Compensation

Fmi makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Fmi provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 117,600
SEC number 801-110659
Legal structure Corporation
Legal governance Oklahoma, United States
Latest ADV filing date April 29, 2020

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