# Managed Financial Services Corp Inc

Managed Financial Services Corp Inc is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** managedfinancial.com

## Regulatory record

- **CRD number:** 109806
- **SEC file number:** 801-56058
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109806

## About

MANAGED FINANCIAL SERVICES CORP INC is an SEC-registered investment adviser in HOUSTON, TX. The firm manages $55 million in assets, $53 million on a discretionary basis. It has 6 employees and 2 investment advisers.

## Questions

### What investment stages does Managed Financial Services Corp Inc typically target?

No information is available about the firm's investment stage preferences. Public records do not disclose any deal-making activity or fund commitments.

### Who controls investment decisions at Managed Financial Services Corp Inc?

No named principals or investment committee members have been identified. The firm's decision-making structure is not publicly documented.

### How does Managed Financial Services Corp Inc source proprietary deal flow?

The firm's deal-sourcing methods are not disclosed. It is unclear whether it relies on direct relationships, intermediary networks, or co-investment platforms.

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- [FAS Wealth Partners](https://altss.com/profile/fas-wealth-partners-inc)
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Last updated: 2026-07-11T09:46:41.000Z

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