MONEY MANAGEMENT FINANCIAL SERVICES LLC

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MONEY MANAGEMENT FINANCIAL SERVICES LLC

UUID0ddcdc65-d55d-5e16-b470-8dcb692f1344

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	288375	288375	—	1.0
sec_file_number	801-112245	801-112245	—	—

Profile

WebsiteHttp://www.bluefinfinancial.com

HQ CityMOORESTOWN

HQ StateNJ

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

BLUEFIN FINANCIAL adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)259,407,105.0
RAUM (discretionary)238,969,440.0
Actionable assets181,308,613.0
Accounts677.0

Institutional Clients

Government AUM0.0
Pension AUM11,014,323.0
Charitable AUM0.0
HNW AUM170,294,290.0

As of 2025-03-03 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
GILMORE, WALTER, ALAN	CCO	OFFICER	—	{"filing_id": "2015299", "owner_id": "1996728", "source": "adv_part1", "table": "Schedule_A_B"}
SULESKI, THEODORE, MICHAEL	MANAGING MEMBER	OFFICER	—	{"filing_id": "2015299", "owner_id": "2869487", "source": "adv_part1", "table": "Schedule_A_B"}
ZIELINSKI, JOSEPH, ANTHONY	MEMBER	OFFICER	—	{"filing_id": "2015299", "owner_id": "2998331", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

GILMORE, WALTER, ALAN

CCO

OFFICER

—

{"filing_id": "2015299", "owner_id": "1996728", "source": "adv_part1", "table": "Schedule_A_B"}

SULESKI, THEODORE, MICHAEL

MANAGING MEMBER

OFFICER

—

{"filing_id": "2015299", "owner_id": "2869487", "source": "adv_part1", "table": "Schedule_A_B"}

ZIELINSKI, JOSEPH, ANTHONY

MEMBER

OFFICER

—

{"filing_id": "2015299", "owner_id": "2998331", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/10/2025 12:10:30 PM",
  "filing_id": "2015299",
  "reg_type": "IA"
}
```

MONEY MANAGEMENT FINANCIAL SERVICES LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1