|
⚲
|
| Money Management Services Inc
✚
|
|
|---|---|
| CRD # | 106832 |
| SEC # | 801-42500 |
| CIK # | |
| AUM | $442.7 M (2026-03-10) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 205-871-7526 |
| Address | 3410 Independence Drive Birmingham, AL 35209-5604 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 368 | 152.2 |
| (b) Individuals (high net worth individuals) | 153 | 290.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,377 | 442.7 |
| By Discretionary | ||
| Discretionary | 1,320 | 426.0 |
| Non-Discretionary | 57 | 16.7 |
| Total | 1,377 | 442.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 442.7 | |
| Total | 1,377 | 442.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
M1 Capital Management
✚
|
MI | 0.5 |
|
Nikulski Financial Inc
✚
|
IA | 0.4 |
|
MainStreet RIA LLC
✚
|
MO | 0.4 |
|
Arcadia Wealth Management LLC
✚
|
NH | 0.4 |
|
Bright Road Wealth Management LLC
✚
|
AK | 0.4 |
|
Landmark Wealth Management LLC
✚
|
NY | 0.4 |
|
Rise Advisors LLC
✚
|
NY | 0.4 |
|
Primesolutions Advisors LLC
✚
|
PA | 0.4 |
|
Dickmeyer Boyce Financial Management Inc
✚
|
IN | 0.4 |
|
Muhlenkamp & Co Inc
✚
|
PA | 0.4 |