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.
Overview
Registered In
Massachusetts
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
Inactive
Registration Type
Domestic
Search Other Resources
People
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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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Map & Locations
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1 HIGHVIEW RD, WOBURN, MA 01801
View Map
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Financials
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 | ||
|---|---|---|---|---|---|
| 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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Sources
The following government agencies have contributed data:
• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor
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You can easily find answers to common questions on the Frequently Asked Questions page.
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