My Money Mgr

Overview

My Money Mgr is a small, fee-based advisory LLC that concentrates on discretionary portfolio management for individuals, families and small businesses. The firm runs a clear equity-first approach: exchange-traded equities make up the dominant share of client portfolios, supplemented by mutual funds. Fee billing is percentage-of-AUM, and the adviser does not position itself as an ESG investor, pension consultant, capital allocator or related-adviser network. Advisory activity is limited in scope and aimed at direct portfolio management rather than institutional or multi-state solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices