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| Money Management Services Inc
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|---|---|
| CRD # | 106832 |
| SEC # | 801-42500 |
| CIK # | |
| AUM | 442.7 M (2026-03-10) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 10 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
M1 Capital Management
✚
|
MI | 450.4 M |
|
Nikulski Financial Inc
✚
|
IA | 449.0 M |
|
MainStreet RIA LLC
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|
Arcadia Wealth Management LLC
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NH | 445.5 M |
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Bright Road Wealth Management LLC
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AK | 443.3 M |
|
Landmark Wealth Management LLC
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|
Rise Advisors LLC
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|
NY | 441.2 M |
|
Primesolutions Advisors LLC
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|
PA | 440.1 M |
|
Dickmeyer Boyce Financial Management Inc
✚
|
IN | 438.5 M |
|
Muhlenkamp & Co Inc
✚
|
PA | 435.8 M |