About Financial Management Advisors
Financial Management Advisors is a company based in Tullahoma (United States) founded in 2001 by James D Bratcher was acquired by First Western Trust in June 2008. Financial Management Advisors offers products and services including Active Investment Management, Dynamic Investment Management, and Long-Term Care Insurance. Financial Management Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Tullahoma, United States
- Founders James D Bratcher
-
Sectors
Financial Services
-
Phone
Locked
-
Website
Locked
- Legal Name Financial Management Advisors, Inc.
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
- Investors
-
Employee Count
Not available
-
Acquired by
First Western Trust
(Jun 10, 2008)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Financial Management Advisors
Financial Management Advisors offers a comprehensive portfolio of products and services, including Active Investment Management, Dynamic Investment Management, and Long-Term Care Insurance.
Strategy for managing investments actively to optimize returns.
Adaptive approach to investment management based on market changes.
Coverage for long-term health care needs and expenses.
Funding Insights of Financial Management Advisors
Detailed funding history for Financial Management Advisors
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in Financial Management Advisors
Financial Management Advisors has secured backing from 1 investor. Prominent investors backing the company include First Western Trust.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Wealth management firm
|
Locked | Locked | Locked |
Investor details for Financial Management Advisors
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Financial Management Advisors
Investment portfolio details for Financial Management Advisors
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Financial Management Advisors
Detailed financials for Financial Management Advisors
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Financial Management Advisors Comparisons
Peer comparison for Financial Management Advisors
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Financial Management Advisors
Financial Management Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| Locked | Locked | Locked |
Wealth management, investment advisory, and financial services are provided.
|
|
| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Wealth management solutions are delivered for asset managers.
|
|
| Locked | Locked | Locked |
Northwestern Mutual is engaged in financial planning and insurance services.
|
|
| Locked | Locked | Locked |
Mutual life insurance and asset management services are provided.
|
Detailed competitors of Financial Management Advisors
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Financial Management Advisors
Complete news archive for Financial Management Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Financial Management Advisors
Financial Management Advisors was founded in 2001.
Financial Management Advisors is headquartered in Tullahoma, United States. It is registered at Tullahoma, Tennessee, United States.
Financial Management Advisors was founded in 2001 by James D. Bratcher in Tullahoma, United States. The firm is engaged in the financial services sector, where diversified investment management is conducted. Portfolio advisory, asset allocation, and related financial strategies are offered to support client needs. Operations are maintained in the local geography, with a focus on standard investment practices for various assets.
Financial Management Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
Financial Management Advisors offers Active Investment Management, Dynamic Investment Management, and Long-Term Care Insurance.
Financial Management Advisors has 1 investor. Key investors include First Western Trust.