FMP Wealth Advisers

EST. AUM
$1,340,144,068

CONTACTS
5

CLIENT ACCOUNTS
2,806

Firm Details

Metro area Austin
CRD Number 110270
Website fmpwa.com
Client types

Overview

FMP is an Austin based RIA with an office in Lake Charles, LA. They build two asset allocation models for clients: Dynamic and Fully Invested. FMP also has an SMA Strategy but the primary opportunity here is for Mutual Funds and ETFs. FMP's manager selection process starts with a quantitative screen that produces a short list of managers per asset class, which will then undergo a more qualitative assessment. The key characteristics will be process, sustainable/repeatable performance, management team, and fit. Les Hixson is the research contact.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

FMP Wealth Advisers

Platform Details

Investment Preferences

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