MONEY MANAGEMENT SERVICES INC

3410 Independence Drive
Birmingham, Alabama 35209-5604
Tel: 205-871-7526

About MONEY MANAGEMENT SERVICES INC

MONEY MANAGEMENT SERVICES INC, formally registered with the SEC as MONEY MANAGEMENT SERVICES INC. The firm was established in 10/30/1992. They have over 1 offices throughout the country.

MONEY MANAGEMENT SERVICES INC is a Birmingham, Alabama based Financial Planning firm with nearly $389,225,441 assets under management, offering retirement planning & investment advisory services to 1304 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106832
SEC#	801-42500
Assets Managed by Firm	$389,225,441
No. of Clients	1304
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1304	$389,225,441
Individuals (other than high net worth individuals)	370	$147,045,482
High net worth individuals	132	$241,960,952
Pension and profit sharing plans	2	$219,007

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