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MONEY MANAGEMENT SERVICES, INC.

UUID841a7fd9-97db-587f-8ca5-61eda90a4882
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:49
Updated2025-10-23 02:23:49

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 106832 106832 1.0
sec_file_number 801-42500 801-42500

Profile

WebsiteHTTP://WWW.MMSFAMILY.COM
HQ CityBIRMINGHAM
HQ StateAL
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • MONEY MANAGEMENT SERVICES INC adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)389,225,441.0
  • RAUM (discretionary)376,185,930.0
  • Actionable assets242,179,959.0
  • Accounts1,304.0

Institutional Clients

  • Government AUM
  • Pension AUM219,007.0
  • Charitable AUM
  • HNW AUM241,960,952.0

As of 2025-02-05 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.