Overview
Assets Under Management: $389 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 132
Average Client Assets: $2 million
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