MONEY MANAGEMENT ADVISORY INC.

Overview

Money Management Advisory Inc. operates as a small, hybrid financial firm that combines advisory services with broker-dealer and insurance sales. The firm’s stated advisory activity is portfolio management for individuals and small businesses, while its business activities include acting as a registered representative of a broker-dealer and working as an insurance broker and other financial product salesperson. Its fee arrangements include both a percentage-of-AUM schedule and hourly charges, signaling a mix of ongoing advisory relationships and project-based financial planning work. The firm is organized as a corporation with individual ownership and is classified as unclassified for regulatory purposes. It is not a capital allocator, it does not identify as an active ESG investor, and it does not operate as a multi-state adviser. Taken together, the profile points to a locally focused practice that blends fee-based investment management with distribution of commissionable insurance and product solutions.

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