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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Money Management Services Inc
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|---|---|
| CRD # | 106832 |
| SEC # | 801-42500 |
| CIK # | |
| AUM | $389.2 M (2025-02-05) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 205-871-7526 |
| Address | 3410 Independence Drive Birmingham, AL 35209-5604 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 370 | 147.0 |
| (b) Individuals (high net worth individuals) | 132 | 242.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,304 | 389.2 |
| By Discretionary | ||
| Discretionary | 1,250 | 376.2 |
| Non-Discretionary | 54 | 13.0 |
| Total | 1,304 | 389.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 389.2 | |
| Total | 1,304 | 389.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Talis Advisory Services LLC
✚
|
TX | 0.4 |
|
MainStreet RIA LLC
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|
MO | 0.4 |
|
Eaton-Cambridge Inc
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|
AZ | 0.4 |
|
Nova Financial LLC
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|
AZ | 0.4 |
|
Wood Tarver Financial Group LLC
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|
ID | 0.4 |
|
Donoghue Forlines LLC
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|
MA | 0.4 |
|
Armor Investment Advisors LLC
✚
|
NC | 0.4 |
|
Kelly Financial Group LLC
✚
|
CT | 0.4 |
|
Mattson Financial Services LLC
✚
|
MI | 0.4 |
|
WT Wealth Management LLC
✚
|
AZ | 0.4 |