M
CRD: 145996
Mature Money Management, INC
ELK Grove, CA
9169470466
$10.2M Total AUM
$10.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
18 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-18-2008
- Office Locations
- 1
Office Locations
-- ELK Grove CA
About Mature Money Management, INC
Mature Money Management, INC is a ELK Grove-based RIA. The firm has been operating for 18 years. Managing $10.2M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$10.2M AVG AUM / ADVISOR
$566.7K AVG AUM / CLIENT
18.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Matrix Focus
Investment Themes
Eagle prime Ridge
Investment Vehicles
Frontier delta
Services
Frontier Capital matrix Prime fusion Unison horizon Crest Eagle
Owner & Executives
L
LARRY FONG
Chief Compliance Officer, Owner, President
- CRD
- #5102982
- Ownership
- 75% or more
(738) 380-6792
north.quantum@optimacapital.com
in linkedin.com/in/atlas-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,200,000
Public Funds:
24.5% Equity - Exchange:
31.5% Cash:
44.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,676,309,040 | 24.5% |
| Equity - Exchange | $2,155,254,480 | 31.5% |
| Cash | $3,010,514,194 | 44.0% |
| Total | $6,842,077,714 | 100.0% |