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Money Management Concepts, Inc.

● SEC registered since 2022CRD 111485SEC# 801-123107Melbourne, FL
Export (members)
Reg. AUM
$117M
Employees
2
Accounts
282
Location
Melbourne, FL

Money Management Concepts, Inc. assets under management

Money Management Concepts, Inc. is an investment advisory firm registered with the SEC based in Melbourne, FL. The firm has been registered since 2022. It reports $117 million in regulatory assets under management and employs 2 people.
www.moneymanagementconcepts.comView on SEC.gov ↗

Money Management Concepts, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Thomas Nmn Prudente ControlPresident / Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Money Management Concepts, Inc. manage?

Money Management Concepts, Inc. reports $117 million in regulatory assets under management on its Form ADV.

How many employees does Money Management Concepts, Inc. have?

Money Management Concepts, Inc. reports 2 employees.

Where is Money Management Concepts, Inc. located?

Money Management Concepts, Inc. is based in Melbourne, FL and has been SEC-registered since 2022.

Does Money Management Concepts, Inc. disclose fund performance?

Money Management Concepts, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6767 N. Wickham Road, Suite 400pq, Melbourne, FL 32940
Phone321-258-1932
Fax866-922-6624
Office hours8:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117M
Non-discretionary$0
Total (RAUM)$117M