MONEY MANAGER INC.

MONEY MANAGER INC. is an SEC-registered investment adviser (CRD 171034). Regulatory assets under management: $23.4M.

Registration

• CRD: 171034
• Type: Registered investment adviser
• Phone: 561-832-3725
• Latest filing: 2026-03-27
• Regulatory AUM: $23.4M
• Discretionary AUM: $23.4M
• Clients: 3
• Accounts: 43

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171034 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search