CRD: 111485
Money Management Concepts Inc.
$119.6M Total AUM
$119.6M Disc. AUM
6.9% 3Y CAGR
2 Employees
90 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-12-2009
- Office Locations
- 1
Office Locations
6767 N. Wickham Road Suite 400pq Melbourne FL
About Money Management Concepts Inc.
Money Management Concepts Inc. is a Melbourne-based RIA. The firm has been operating for 17 years. Managing $119.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$59.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
13.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
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Asset Classes
Optima
Client Personas
Radial crest
Investment Vehicles
Legacy
Services
Focus ember Capital Signal Insight Zenith summit North delta
Owner & Executives
THOMAS NMN PRUDENTE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1870380
- Ownership
- 75% or more
(452) 239-8061
wave.harbor@beaconcapital.com
in linkedin.com/in/matrix-element
Showing 1 of 1 owners & executives
Unlock allContacts
J
JEFFREY ROBERT WEGNER
Senior Financial Analyst
- CRD
- #4245448
(879) 622-4622
unison.radial@glaciercapital.com
in linkedin.com/in/matrix-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,592,733 | $428,648 |
| Non-Discretionary | $0 | -- |
| Total | $119,592,733 | $428,648 |
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Separately Managed Accounts
Total SMA Asset: $119,592,733
Public Funds:
10.6% Equity - Exchange:
9.1% Cash:
10.8% Corporate - Investment Grade:
33.5% Municipal Bonds:
9.6% U.S. Government/Agency:
26.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $674,100,812 | 10.6% |
| Equity - Exchange | $578,709,188 | 9.1% |
| Cash | $686,819,696 | 10.8% |
| Corporate - Investment Grade | $2,130,412,945 | 33.5% |
| Municipal Bonds | $610,506,396 | 9.6% |
| U.S. Government/Agency | $1,678,892,589 | 26.4% |
| Total | $6,359,441,626 | 100.0% |