Overview
Assets Under Management: $389 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 132
Average Client Assets: $2 million
Frequently Asked Questions
MONEY MANAGEMENT SERVICES, 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 #106832), MONEY MANAGEMENT SERVICES, INC. is subject to fiduciary duty under federal law.
MONEY MANAGEMENT SERVICES, INC. is headquartered in BIRMINGHAM, AL.
MONEY MANAGEMENT SERVICES, INC. serves 132 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, MONEY MANAGEMENT SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
MONEY MANAGEMENT SERVICES, INC. manages $389 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, MONEY MANAGEMENT SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 132
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.16
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,304
Discretionary Accounts: 1,250
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 106832
Last Filing Date: 2025-02-05 00:00:00
Website: https://moneymanagementservice.com