ThemoneymD.com, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288761
- Registered since
- September 5, 2017
- Website
- www.themoneymd.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals65.14%
- HNWI34.86%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
ThemoneymD.com, LLC is an independently owned limited liability RIA that focuses on individual and family clients. The firm operates as a capital allocator and delivers financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. They also operate as an insurance broker and incorporate annuity products into client solutions. Fee billing is predominantly a percentage of assets under management. The adviser is newly formed and maintains state registrations in Arizona, Florida, Montana, and South Dakota.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds50%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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