| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Jude O'Keefe Control | President And Chief Compliance Officer | Over 75% | 1993 |
Successful Money Strategies Inc reports $227.1 million in regulatory assets under management on its Form ADV.
Successful Money Strategies Inc reports 3 employees.
Successful Money Strategies Inc is based in Fall River, MA and has been SEC-registered since 1993.
Successful Money Strategies Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 North Main Street, Fall River, MA 02720 |
| Phone | (508) 730-2300 |
| Fax | (508) 730-1135 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $227.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $227.1M |