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Building 2MONEY MANAGEMENT CONCEPTS INC.

Map pinMELBOURNE, FL
Phone321-258-1932
NotebookSEC #801-123107
Total AUM
$119.6M
Employees
2
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6767 N. WICKHAM ROAD
SUITE 400PQ
MELBOURNE
FL 32940
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
321-258-1932

ReceiptFinancials

Total AUM
$119.6M
Accounts
279
Discretionary
$119.6M
Accounts
279
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
58
AUM
$28.8M
HNW Individual Clients
32
AUM
$90.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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