|
⚲
|
| Money Management Financial Services LLC
✚
| |
|---|---|
| CRD # | 288375 |
| SEC # | 801-112245 |
| CIK # | |
| AUM | $231.6 MM (2024-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 856-795-9998 |
| Address | 212 West Route 38 Moorestown, NJ 08057 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 247 | 66.0 |
| (b) Individuals (high net worth individuals) | 60 | 133.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 8.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 701 | 207.6 |
| By Discretionary | ||
| Discretionary | 690 | 192.0 |
| Non-Discretionary | 11 | 15.6 |
| Total | 701 | 207.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.6 | |
| Total | 701 | 207.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LPF Advisors LLC
✚
|
FL | 0.2 |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.2 |
|
Strategic Financial Partners Ltd
✚
|
OR | 0.2 |
|
Richmond Brothers Inc
✚
|
MI | 0.2 |
|
Ballentine Capital Advisors Inc
✚
|
SC | 0.2 |
|
LSB Capital Management Inc
✚
|
IA | 0.2 |
|
Petros Family Wealth LLC
✚
|
MN | 0.2 |
|
Morton Wealth Advisors
✚
|
MA | 0.2 |
|
Freeman Will & Niemeier Inc
✚
|
IN | 0.2 |
|
Rubicon Wealth Management LLC
✚
|
PA | 0.2 |