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Money Management Services, Inc.

● SEC registered since 1992CRD 106832SEC# 801-42500Birmingham, AL
Export (members)
Reg. AUM
$389.2M
Employees
12
Accounts
1,304
Location
Birmingham, AL

Money Management Services, Inc. assets under management

Money Management Services, Inc. is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 1992. It reports $389.2 million in regulatory assets under management and employs 12 people.

Money Management Services, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Andrew Donald Rice ControlPresident, Chief Financial OfficerUnder 5%2002
Donald Ray Rice ControlDirector, Chairman, Chief Compliance OfficerOver 75%1992
Gwendolyn Richards Rice ControlDirector10-25%1992

Frequently asked questions

How much does Money Management Services, Inc. manage?

Money Management Services, Inc. reports $389.2 million in regulatory assets under management on its Form ADV.

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

Money Management Services, Inc. reports 12 employees.

Where is Money Management Services, Inc. located?

Money Management Services, Inc. is based in Birmingham, AL and has been SEC-registered since 1992.

Does Money Management Services, Inc. disclose fund performance?

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

Contact & registration

Address3410 Independence Drive, Birmingham, AL 35209-5604
Phone205-871-7526
Fax2052892044
Office hoursMonday To Thursday 9a.m. To 5p.m., Friday 9a.m. To 3p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$376.2M
Non-discretionary$13M
Total (RAUM)$389.2M