SUCCESSFUL MONEY STRATEGIES INC

10 North Main Street
Fall River, Massachusetts 02720
Tel: (508) 730-2300

About SUCCESSFUL MONEY STRATEGIES INC

SUCCESSFUL MONEY STRATEGIES INC, formally registered with the SEC as SUCCESSFUL MONEY STRATEGIES INC. The firm was established in 04/12/1993. They have over 1 offices throughout the country.

SUCCESSFUL MONEY STRATEGIES INC is a Fall River, Massachusetts based Financial Planning firm with nearly $199,133,000 assets under management, offering retirement planning & investment advisory services to 725 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109829
SEC#	801-43656
Assets Managed by Firm	$199,133,000
No. of Clients	725
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	725	$199,133,000
Individuals (other than high net worth individuals)	185	$80,784,000
High net worth individuals	67	$118,349,000

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