MONEY MANAGEMENT CONCEPTS INC.
Firm details
- Headquarters
- MELBOURNE, Florida
- CRD number
- 111485
- Registered since
- January 24, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.89%
- Individuals24.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Money Management Concepts Inc. is a small, SEC‑registered corporate RIA that provides discretionary portfolio management for individual investors and small business clients. The firm charges fees as a percentage of assets under management and states its owner type is an individual. It does not position itself as an ESG investor, a pension consultant, or a capital allocator, and it is not registered as a multi‑state adviser. The firm began SEC registration in 2022.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds52%
- Exchange Traded Equities24%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds8%
- US Government Bonds2%
Owners & executives
2 of 2THOMAS PRUDENTE
President and CEOCRD 1870380
JEFFREY WEGNER
InstructorCRD 4245448
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MELBOURNE, FL
BREVARD
Location
MELBOURNE, FL
Headquartered in MELBOURNE, FL, in the South of the United States.
- Region
- South
- County
- BREVARD
- Address
- 6767 N Wickham Rd
- Time zone
- ET (UTC-5)
- Office locations
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