Financial Market Management Inc (Atlanta)

Financial Market Management Inc is a large advisory firm based in Atlanta. It manages $28 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

Financial Market Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Market Management: assets under management

The assets under management (AUM) of Financial Market Management Inc is $28 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $419.35 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Market Management Inc for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Financial Market Management Inc

Marsh Douthat has been acting as President since 1 May 1992. Scott Sherard Rawson joined the executive team most recently as the Senior Vp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marsh Douthat	President	1 May 1992	75% - 100%	2270109
Edward Marsh Douthat	President	1 May 1992	75% - 100%	2270109
Scott Sherard Rawson	Senior vp	1 Oct 2001	Other	2108561

Based in Atlanta

The principal office where Financial Market Management Inc performs its advisory services is located at 3405 Valley Road, Nw, Atlanta, GA 30305, which is also the mailing address of the firm. An additional office of the firm is in Alpharetta, GA. It doesn’t run an office outside of the United States.