|
⚲
|
| Money Management Concepts Inc
✚
| |
|---|---|
| CRD # | 111485 |
| SEC # | 801-123107 |
| CIK # | |
| AUM | $106.5 MM (2024-03-14) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 321-258-1932 |
| Address | 6767 N Wickham Road Melbourne, FL 32940 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 33.9 |
| (b) Individuals (high net worth individuals) | 32 | 72.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 283 | 106.5 |
| By Discretionary | ||
| Discretionary | 283 | 106.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 283 | 106.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.5 | |
| Total | 283 | 106.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Counseling Associates Inc
✚
|
CO | 0.1 |
|
Grantvest Financial Group LLC
✚
|
NJ | 0.1 |
|
Clear Sky Financial LP
✚
|
TX | 0.1 |
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |
|
Element Squared LLC
✚
|
MN | 0.1 |
|
Allied Private Wealth
✚
|
FL | 0.1 |
|
Chipser Wealth Management LLC
✚
|
FL | 0.1 |
|
Fund Advisors of America Inc
✚
|
FL | 0.1 |
|
Sierra Financial Advisory Incorporated
✚
|
CA | 0.1 |
|
Peak Retirement Planning Inc
✚
|
OH | 0.1 |