Overview
Assets Under Management: $120 million
Headquarters: MELBOURNE, FL
High-Net-Worth Clients: 32
Average Client Assets: $2.8 million
Frequently Asked Questions
MONEY MANAGEMENT CONCEPTS 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 #111485), MONEY MANAGEMENT CONCEPTS INC. is subject to fiduciary duty under federal law.
MONEY MANAGEMENT CONCEPTS INC. is headquartered in MELBOURNE, FL.
MONEY MANAGEMENT CONCEPTS INC. serves 32 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, MONEY MANAGEMENT CONCEPTS INC. offers portfolio management for individuals. View all service details ↓
MONEY MANAGEMENT CONCEPTS INC. manages $120 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, MONEY MANAGEMENT CONCEPTS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.89%
Average Client Assets: $2.8 million
Total Client Accounts: 279
Discretionary Accounts: 279
Regulatory Filings
CRD Number: 111485
Filing ID: 2054361
Last Filing Date: 2026-02-24 06:27:35