CRD: 106832
Money Management Services INC
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- Custodian
- National Advisors Trust ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-1992
- Office Locations
- 1
Office Locations
About Money Management Services INC
Money Management Services is an independent, fee-only RIA in Birmingham, Alabama (est. 1992) providing comprehensive financial planning and wealth management for individuals, families, and business owners. The firm builds customized investment strategies and provides investment portfolio management, concierge services, and life-event planning with a fiduciary, transparent approach.
Reported data analysis
What the numbers show
Between February 5, 2025 and March 10, 2026, reported AUM increased 13.7%, from $389.2M to $442.7M.
Across 5 reported observations, AUM increased 30.2% between February 17, 2022 and March 10, 2026, from $340.1M to $442.7M.
Of the latest reported AUM, 96.2% is discretionary and 3.8% is non-discretionary.
The firm reports 7 advisory representatives and 532 clients, or 76 clients per representative. That equates to $832.1K in reported AUM per client.
The profile lists 1 reported office location and 33 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
DONALD RAY RICE
CEO, President
- CRD
- #810067
- Ownership
- 75% or more
GWENDOLYN RICHARDS RICE
Director of Operations, Secretary, Treasurer
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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AUDREA RICE ROBBINS
Director
- CRD
- #4070123
Skyler Aaron Trawick
--
- CRD
- #8213468
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $425,956,155 | $322,694 |
| Non-Discretionary | $16,744,974 | $293,771 |
| Total | $442,701,129 | $321,497 |
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Separately Managed Accounts
SMA allocation detail is available
Money Management Services INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.