MONEY MANAGEMENT SERVICES INC

RIASEC RegisteredEst. 1992

Total AUM

$443M

Discretionary

$426M

96% of AUM

Avg account

$321K

Accounts

1,377

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 106832
Registered since: October 30, 1992
Website: www.moneymanagementservice.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.51%
Individuals34.39%
Pension & Profit Sharing Plans0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Money Management Services Inc is an independent registered investment adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm has been SEC-registered since 1992 and operates under an individual ownership structure. Its advisory work centers on comprehensive financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also provides selection of other advisers and educational seminars. Investment activity is tilted toward publicly traded pooled vehicles—primarily mutual funds—while the firm also sources third-party managers for alternative exposure. The firm managers client assets on a largely discretionary basis and combines multi-manager solutions with direct use of mutual funds and separate account offerings. Money Management Services Inc is not an active ESG investor and maintains relationships with banking and trust institutions to support custody and trust-related services.