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HD MONEY, INC.

UUID77959b95-d077-5ff8-8282-1f1c68252a78
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 167623 167623 1.0
sec_file_number 801-125764 801-125764

Profile

Websitehttps://www.hdmoneyinc.com
HQ CitySARASOTA
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)294,028,000.0
  • RAUM (discretionary)294,028,000.0
  • Actionable assets179,176,000.0
  • Accounts960.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM179,176,000.0

As of 2025-07-09 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.