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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Money Management Concepts Inc
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|---|---|
| CRD # | 111485 |
| SEC # | 801-123107 |
| CIK # | |
| AUM | $117.0 M (2025-02-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 321-258-1932 |
| Address | 6767 N Wickham Road Melbourne, FL 32940 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 34.6 |
| (b) Individuals (high net worth individuals) | 30 | 82.5 |
| (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 | 282 | 117.0 |
| By Discretionary | ||
| Discretionary | 282 | 117.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 282 | 117.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.0 | |
| Total | 282 | 117.0 |
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|---|---|---|
|
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✚
|
0.1 | |
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TX | 0.1 |
|
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|
Bulwark Capital Corporation
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|
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|
BH Asset Management LLC
✚
|
NY | 0.1 |
|
Kingdom Legacy Advisors Corporation
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|
0.1 | |
|
Bill Spalding Wealth Management
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|
0.1 | |
|
Ascendor Wealth LLC
✚
|
NC | 0.1 |