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Money Management Financial Services LLC

● SEC registered since 2018CRD 288375SEC# 801-112245Moorestown, NJ
Export (members)
Reg. AUM
$259.4M
Employees
4
Accounts
677
Location
Moorestown, NJ

Money Management Financial Services LLC assets under management

Money Management Financial Services LLC is a registered investment adviser overseen by the SEC based in Moorestown, NJ. The firm has been registered since 2018. It reports $259.4 million in regulatory assets under management and employs 4 people.

Money Management Financial Services LLC owners & executives

3 reported
NameTitleOwnershipSince
Joseph Anthony Zielinski ControlMember50-75%2017
Theodore Michael Suleski ControlManaging Member50-75%2017
Walter Alan Gilmore ControlCcoUnder 5%2024

Frequently asked questions

How much does Money Management Financial Services LLC manage?

Money Management Financial Services LLC reports $259.4 million in regulatory assets under management on its Form ADV.

How many employees does Money Management Financial Services LLC have?

Money Management Financial Services LLC reports 4 employees.

Where is Money Management Financial Services LLC located?

Money Management Financial Services LLC is based in Moorestown, NJ and has been SEC-registered since 2018.

Does Money Management Financial Services LLC disclose fund performance?

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

Contact & registration

Address212 West Route 38, Suite 106, Moorestown, NJ 08057
Phone(856) 795-9998
Fax(856) 795-9978
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$239M
Non-discretionary$20.4M
Total (RAUM)$259.4M