# FMG Suite

FMG Suite is an Asset Manager based in San Diego, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Assets under management:** Undisclosed
- **Website:** fmgsuite.com

## Regulatory record

- **Reports private funds:** No

## About

FMG Suite offers digital marketing and compliant texting solutions for financial services firms. The company provides tools for managing email campaigns, social media, events, and greeting cards, as well as website editing and SEO features. FMG Suite serves financial advisors, wealth management firms, independent broker-dealers, and insurance companies.

## Questions

### Who runs investment decisions at FMG Suite?

FMG Suite does not make or manage investment decisions. It is a software and marketing services provider for financial advisors and registered investment advisors. The firm's platform supports client communication, website management, and digital marketing, but it holds no discretionary authority over client portfolios.

### How does FMG Suite support compliance for financial advisors?

FMG Suite offers compliant texting, website templates, and testimonial management tools designed to meet the regulatory requirements faced by RIAs and broker-dealer-affiliated advisors. The platform includes service agreements and user terms that govern content usage, and customer support resources help advisors navigate the compliance features of the marketing suite.

### What is FMG Suite's known posture on co-investments alongside external GPs?

FMG Suite has no disclosed investment or co-investment activity. The firm's business is the delivery of marketing technology to financial advisors, not the deployment of capital into funds, direct deals, or co-investment structures. No investment vehicles or partnerships have been publicly identified.

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- [Palos Management](https://altss.com/profile/palos-management)
- [Gladly](https://altss.com/profile/gladly-software)

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Last updated: 2026-06-03T20:00:00.000Z

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