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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Successful Money Strategies Inc
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|---|---|
| CRD # | 109829 |
| SEC # | 801-43656 |
| CIK # | |
| AUM | $199.1 M (2025-01-29) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 508-730-2300 |
| Address | 10 North Main Street Fall River, MA 02720 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 80.8 |
| (b) Individuals (high net worth individuals) | 67 | 118.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 725 | 199.1 |
| By Discretionary | ||
| Discretionary | 725 | 199.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 725 | 199.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.1 | |
| Total | 725 | 199.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investology Inc
✚
|
VA | 0.2 |
|
Utopia Wealth Management LLC
✚
|
FL | 0.2 |
|
Compass Planning Associates Inc
✚
|
0.2 | |
|
FC Wealth Solutions LLC
✚
|
OH | 0.2 |
|
Valpey Financial Services LLC
✚
|
NH | 0.2 |
|
Stone Pine Financial Partners LLC
✚
|
PA | 0.2 |
|
Strategic Planning Group Inc
✚
|
MA | 0.2 |
|
VVR Holdings LLC
✚
|
WA | 0.2 |
|
KRM Wealth Management LLC
✚
|
NV | 0.2 |
|
Arrow Wealth Advisory LLC
✚
|
0.2 |