Overview
Assets Under Management: $294 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 183
Average Client Assets: $979,103
Frequently Asked Questions
HD MONEY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167623), HD MONEY, INC. is subject to fiduciary duty under federal law.
HD MONEY, INC. is headquartered in SARASOTA, FL.
HD MONEY, INC. serves 183 high-net-worth clients according to their SEC filing dated July 09, 2025. View client details ↓
According to their SEC Form ADV, HD MONEY, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
HD MONEY, INC. manages $294 million in client assets according to their SEC filing dated July 09, 2025.
According to their SEC Form ADV, HD MONEY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.94
Average High-Net-Worth Client Assets: $979,103
Total Client Accounts: 960
Discretionary Accounts: 960
Regulatory Filings
CRD Number: 167623
Filing ID: 2002826
Last Filing Date: 2025-07-09 16:04:00
Website: https://monorail.com