Financial Management Advisors, LLC
Massachusetts
Registered In
02/28/2006
Incorp. Date
Company Summary
Financial Management Advisors, LLC at 1 Highview Rd, Woburn, Ma 01801 lists Andrew Richard D'agostino Jr. and Phyllis Delores D'agostino of Woburn, MA.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company (Llc)
- Status
- Inactive
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- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Andrew R. D'agostino, Jr.
Registered Agent
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1 HIGHVIEW RD, WOBURN, MA 01801
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Andrew Richard D'agostino Jr.
Manager
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1 HIGHVIEW RD, WOBURN, MA 01801
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Andrew Richard D'agostino Jr.
REAL PROPERTY
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1 HIGHVIEW RD, WOBURN, MA 01801
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Phyllis Delores D'agostino
SOC SIGNATORY
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1 HIGHVIEW RD, WOBURN, MA 01801
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1 HIGHVIEW RD, WOBURN, MA 01801
View Map
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Financial Information for Financial Management Advisors, LLC
Form 5500
FINANCIAL MANAGEMENT ADVISORS, LLC
33 Railroad Avenue, Suite 2, Duxbury, Ma 02332 (781) 934-7880 EIN:30-1196064 Plan Admin:James M. Morris, Cfp| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2021 | Plan NameFINANCIAL MANAGEMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 0 Assets BOY/EOY$1,756,288 / $0 | 2021 | FINANCIAL MANAGEMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN - Plan #001 | 2 / 0 | $1,756,288 / $0 |
| 2020 | Plan NameFINANCIAL MANAGEMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,592,979 / $1,756,288 | 2020 | FINANCIAL MANAGEMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN - Plan #001 | 2 / 2 | $1,592,979 / $1,756,288 |
| 2019 | Plan NameFINANCIAL MANAGEMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,205,716 / $1,592,979 | 2019 | FINANCIAL MANAGEMENT ADVISORS, LLC DEFINED BENEFIT PENSION PLAN - Plan #001 | 2 / 2 | $1,205,716 / $1,592,979 |
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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