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Building 2MONEY STRATEGIES INC

Map pinMELBOURNE, FL
Phone321-723-0101
NotebookSEC #801-41282
Total AUM
$35M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2101 SOUTH WAVERLY PLACE
SUITE 200-A
MELBOURNE
FL 32901
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
321-723-0101

ReceiptFinancials

Total AUM
$35M
Accounts
173
Discretionary
$27M
Accounts
130
Non-Discretionary
$8M
Accounts
43

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

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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