Overview
Assets Under Management: $199 million
Headquarters: FALL RIVER, MA
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
SUCCESSFUL MONEY STRATEGIES 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 #109829), SUCCESSFUL MONEY STRATEGIES INC is subject to fiduciary duty under federal law.
SUCCESSFUL MONEY STRATEGIES INC is headquartered in FALL RIVER, MA.
SUCCESSFUL MONEY STRATEGIES INC serves 67 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, SUCCESSFUL MONEY STRATEGIES INC offers financial planning and portfolio management for individuals. View all service details ↓
SUCCESSFUL MONEY STRATEGIES INC manages $199 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, SUCCESSFUL MONEY STRATEGIES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 725
Discretionary Accounts: 725
Regulatory Filings
CRD Number: 109829
Last Filing Date: 2025-01-29 00:00:00
Website: https://successfulmoney.com