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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Money Management Financial Services LLC
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|---|---|
| CRD # | 288375 |
| SEC # | 801-112245 |
| CIK # | |
| AUM | $259.4 M (2025-03-03) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 856-795-9998 |
| Address | 212 West Route 38 Moorestown, NJ 08057 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 266 | 78.1 |
| (b) Individuals (high net worth individuals) | 55 | 170.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 11.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 677 | 259.4 |
| By Discretionary | ||
| Discretionary | 642 | 239.0 |
| Non-Discretionary | 35 | 20.4 |
| Total | 677 | 259.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.4 | |
| Total | 677 | 259.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oakwood Capital Inc
✚
|
MN | 0.3 |
|
Martin Nelson & Co Inc
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WA | 0.3 |
|
Napatree Capital LLC
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RI | 0.3 |
|
Vergepointe Wealth Management LLC
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|
OR | 0.3 |
|
Banker Investment Group Inc
✚
|
IN | 0.3 |
|
Blue Investment Management LLC
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|
FL | 0.3 |
|
Santa Barbara Mgmt LLC
✚
|
IL | 0.3 |
|
Simplex Wealth Management LLC
✚
|
CA | 0.3 |
|
Trinity Wealth Advisors LLC
✚
|
MO | 0.3 |
|
Innealta Capital LLC
✚
|
0.3 |