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Home > Retirement Planners > florida > melbourne > MONEY MANAGEMENT CONCEPTS INC.
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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