Thomas Lee Engle

F/m Investments LLC

16 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

F/m Investments LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

4,484 clients

Average Client Portfolio

$3.8M average

Assets Under Management

$16.9B

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

8235 Forsyth Boulevard, Suite 725, St. Louis, MO, 63105

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

F/m Investments LLC

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Zcm

June 2020 - May 2024 · 3 yrs 11 mos

Ziegler Capital Management, LLC

June 2015 - June 2020 · 5 yrs

Fiduciary Asset Management LLC

February 2012 - June 2015 · 3 yrs 4 mos

Fiduciary Asset Management, L.L.C.

May 2005 - November 2007 · 2 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.