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| Keyboard |
| Money Management Financial Services LLC
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|
|---|---|
| CRD # | 288375 |
| SEC # | 801-112245 |
| CIK # | |
| AUM | 289.6 M (2026-04-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 261 | 77.2 |
| (b) Individuals (high net worth individuals) | 68 | 206.3 |
| (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 | 2 | 6.1 |
| (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 | 708 | 289.6 |
| By Discretionary | ||
| Discretionary | 670 | 272.1 |
| Non-Discretionary | 38 | 17.5 |
| Total | 708 | 289.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.6 | |
| Total | 708 | 289.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Godshalk Welsh Capital Management Inc
✚
|
PA | 290.5 M |
|
Martin Capital Partners LLC
✚
|
OR | 290.5 M |
|
M&B Investment Advisors LLC
✚
|
OH | 290.2 M |
|
Fox Hill Wealth Management
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|
MA | 290.2 M |
|
Gimbal Financial LLC
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|
IN | 290.0 M |
|
Pacific Sun Financial Corp
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|
CA | 290.0 M |
|
Family CFO Inc
✚
|
289.5 M | |
|
Gradient Advisors LLC
✚
|
MN | 289.3 M |
|
North Star Advisory Group LLC
✚
|
OH | 289.1 M |
|
Impactfolio LLC
✚
|
CO | 288.9 M |