Money Calculus LLC
RIASEC Registered
Total AUM
$21.9M
Discretionary
$21.9M
100% of AUM
Avg account
$3.6M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331211
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Money Calculus LLC is a limited liability company that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and charges clients on an asset‑based fee schedule and on an hourly basis for certain services. It is not registered as a multi‑state adviser, does not identify as an active ESG investor, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- US Government Bonds38%
- Cash & Cash Equivalents1%
Contacts
1 of 1Lawrence Chin
PresidentCRD 2779490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations