Chief Financial Officer · Financial Management, Inc.
Timothy A. Coon
CRD 8255772 · Named on Form ADV at one SEC-registered adviser
At a glance
Financial Management, Inc., an SEC-registered asset manager based in Little Rock, AR with $224 million in regulatory assets, lists Timothy A. Coon on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Financial Management, Inc.Chief Financial OfficerAsset manager · Little Rock, AR · $224M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Harold F. GrubbsPresident, Financial Management, Inc.
- Jessica L. WallaceChief Compliance Officer/vice President/chief Operating Officer, Financial Management, Inc.
- James J. StocktonChief Investment Officer, Financial Management, Inc.
- Joseph M. PerroneChief Investment Officer, Financial Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.