FMA is committed to protecting client privacy.
To conduct regular business, we may collect nonpublic personal information from sources such as:
- Information reported by clients on applications or other forms clients provide to us
- Information about client transactions with us, our affiliates, or others
As Financial Management Advisors, Inc. shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.