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| Money Management Services Inc
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| |
|---|---|
| CRD # | 106832 |
| SEC # | 801-42500 |
| CIK # | |
| AUM | $352.1 MM (2024-01-30) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 205-871-7526 |
| Address | 3410 Independence Drive Birmingham, AL 35209-5604 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 131.9 |
| (b) Individuals (high net worth individuals) | 129 | 220.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,345 | 352.1 |
| By Discretionary | ||
| Discretionary | 1,313 | 343.8 |
| Non-Discretionary | 32 | 8.3 |
| Total | 1,345 | 352.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.1 | |
| Total | 1,345 | 352.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TrueWealth Advisors LLC
✚
|
AL | 0.4 |
|
Rainsberger Wealth Advisors Inc
✚
|
CO | 0.4 |
|
Prime Quadrant US LLC
✚
|
0.4 | |
|
Union Square Investment Co
✚
|
CA | 0.4 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.4 |
|
SOWA Financial Group Inc
✚
|
RI | 0.4 |
|
Nepsis Inc
✚
|
MN | 0.4 |
|
DCM Advisors LLC
✚
|
NY | 0.3 |
|
West Wealth Group LLC
✚
|
CA | 0.3 |
|
DLK Investment Management LLC
✚
|
CA | 0.3 |