MONEY MANAGERS, INC.
Total AUM
$53.2M
Employees
4Clients
171Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7495 W AZURE DRIVE
110
LAS VEGAS
NV 89130
United States
110
LAS VEGAS
NV 89130
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
(725) 254-5220
Other Offices
3
Financials
Total AUM
$53.2M
Accounts
291Discretionary
$53.2M
Accounts
291Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
119AUM
$28M
HNW Individual Clients
16AUM
$23.3M
Pension/Profit Sharing Plan Clients
7AUM
$982.1K
Other Clients
29AUM
$917.1K
Description of Other Clients
VAS, 529, PRIVATE EQUITY
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX SERVICES AND TAX PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANVTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.