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| Money Managers Inc
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|
|---|---|
| CRD # | 104529 |
| SEC # | 801-134024 |
| CIK # | 0000104529 |
| AUM | $123.2 M (2025-06-27) |
| Employees | 5 (80% Investors, 60% Brokers) |
| Phone | 210-349-9494 |
| Address | 15303 Huebner Rd San Antonio, TX 78248 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 65.4 |
| (b) Individuals (high net worth individuals) | 26 | 57.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 349 | 123.2 |
| By Discretionary | ||
| Discretionary | 349 | 123.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 349 | 123.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.2 | |
| Total | 349 | 123.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Laufer Wealth Management LLC
✚
|
NY | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |
|
Maceratio LLC
✚
|
FL | 0.1 |
|
ICOM Advisors LLC
✚
|
0.1 | |
|
Mercurio & Associates Inc
✚
|
KY | 0.1 |
|
Winnow Wealth LLC
✚
|
TX | 0.1 |
|
Abbington Investment Group LLC
✚
|
CT | 0.1 |
|
Blacktower Financial Management US LLC
✚
|
FL | 0.1 |
|
Leathe & Associates LLC
✚
|
ME | 0.1 |
|
Aria Wealth Management Inc
✚
|
CA | 0.1 |