Funds Management Inc (Rockville)

Name: Funds Management Inc
Address: 6116 Executive Blvd, Rockville, MD, 20852
Telephone: 301-230-0929

Funds Management Inc is a large advisory firm based in Rockville. It manages $226.66 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

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

Funds Management: assets under management

The assets under management (AUM) of Funds Management Inc is $226.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $226.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.54 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Funds Management Inc for their services and products based on a percentage of assets under management and hourly charges. 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 Funds Management Inc

Samuel Sandler has been acting as President since 1 Sep 2000. Rajmiel N/A Odinec joined the executive team most recently as the Chairman Of The Board/Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frances Joyce Odinec	Exec. vice president/managing director	1 Sep 1985	25% - 50%	4381311
Rajmiel N/A Odinec	Chairman of the board/ceo	1 Nov 1989	25% - 50%	4381294
Samuel Sandler	President	1 Sep 2000	50% - 75%	2803387

Based in Rockville

The principal office where Funds Management Inc performs its advisory services is located at 6116 Executive Blvd, Rockville, MD 20852, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-230-0929 or by fax 301-770-5346. The normal business hours are 9:00am to 5:30pm on Monday - Friday. You can find more information about the New York firm at www.sol-fmi.com.