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Building 2SUCCESSFUL MONEY STRATEGIES INC

Map pinFALL RIVER, MA
Phone(508) 730-2300
NotebookSEC #801-43656
Total AUM
$227.1M
Employees
3
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 NORTH MAIN STREET
FALL RIVER
MA 02720
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(508) 730-2300

ReceiptFinancials

Total AUM
$227.1M
Accounts
791
Discretionary
$227.1M
Accounts
791
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$89.2M
HNW Individual Clients
72
AUM
$137.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHNYRISCTX

HandshakeAffiliates

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

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