HD MONEY, INC.

3322 Bee Ridge Road
Suite 200
Sarasota, Florida 34239
Tel: 941-925-2121

About HD MONEY, INC.

HD MONEY, INC, formally registered with the SEC as HD MONEY, INC. The firm was established in 05/31/2022. They have over 3 offices throughout the country.

HD MONEY, INC. is a Sarasota, Florida based Financial Planning firm with nearly $225,890,000 assets under management, offering retirement planning & investment advisory services to 817 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167623
SEC#	801-125764
Assets Managed by Firm	$225,890,000
No. of Clients	817
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	817	$225,890,000
High net worth individuals	370	$225,890,000

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