Money Strategies, Inc.
Firm details
- Headquarters
- Redlands, California
- CRD number
- 310763
- Fee structure
- Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Money Strategies, Inc. is structured as a corporation under individual ownership that provides financial planning services on a fixed‑fee basis. The firm does not identify itself as an active ESG investor, does not operate across multiple states, and is not listed as a pension consultant or capital allocator. Regulatory registration year is not shown in the source data and the firm is classified as unclassified.
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
Contacts
1 of 1
Joshua Lindsey
Financial AdvisorCRD 4467256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Redlands, CA
San Bernardino
Location
Redlands, CA
Headquartered in Redlands, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- San Bernardino
- Address
- 10775 King St
- Time zone
- PT (UTC-8)
- Office locations
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