MONEY MANAGEMENT CONCEPTS INC.

6767 N. Wickham Road
Suite 400pq
Melbourne, Florida 32940
Tel: 321-258-1932

About MONEY MANAGEMENT CONCEPTS INC.

MONEY MANAGEMENT CONCEPTS INC, formally registered with the SEC as MONEY MANAGEMENT CONCEPTS INC. The firm was established in 01/24/2022. They have over 1 offices throughout the country.

MONEY MANAGEMENT CONCEPTS INC. is a Melbourne, Florida based Financial Planning firm with nearly $117,029,681 assets under management, offering retirement planning & investment advisory services to 282 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111485
SEC#	801-123107
Assets Managed by Firm	$117,029,681
No. of Clients	282
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	282	$117,029,681
Individuals (other than high net worth individuals)	64	$34,568,209
High net worth individuals	30	$82,461,472

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