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Money Management Services INC

Money Management Services INC. CRD 106832

M

CRD: 106832

Money Management Services INC

Birmingham, AL, 35209
2058717526
moneymanagementservice.com
$442.7M Total AUM
$426.0M Disc. AUM
12.1% 3Y CAGR
12 Employees
532 ADV. Clients
33 yrs Firm Age

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Firm Details

Custodian
National Advisors Trust ยท Pershing
Clients
Retail and Institutional
Platforms
Legacy waveCatalyst
Established Date
09-01-1992
Office Locations
1

Office Locations

3410 Independence Drive Birmingham AL

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.

Team overview

60 AVG AGE
$63.2M AVG AUM / ADVISOR
$832.1K AVG AUM / CLIENT
16.9 yrs AVG TENURE
12 Employees
7 Advisory Reps
5 RIA Reps
33yrs Firm Age

Insights

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Asset Classes

Meridian peak Ridge Eagle harbor Meridian wave

Client Personas

Zenith vital Unison

CRM

Fusion timber

Custodian

Element momentum Capital bridge Optima Glacier

Investment Themes

Ridge vital Pathway alpha Horizon horizon

Investment Vehicles

Horizon momentum Wave

Platform

Unison quantum

Services

Oak Momentum unison Bridge catalyst Radial atlas Unison Unison

Technology

Legacy Fusion delta

Owner & Executives

D

DONALD RAY RICE

Advisor, Chairman, Chief Compliance Officer, DIRECTOR

CRD
#810067
Ownership
75% or more
(543) 740-8745
focus.delta@oakcapital.com
in linkedin.com/in/ridge-beacon
G

GWENDOLYN RICHARDS RICE

CFP, Chairman, Chief Compliance Officer, Director

CRD
--
Ownership
10% but less than 25%
(211) 960-2214
atlas.oak@insightcapital.com
in linkedin.com/in/alpha-element
F

Fusion eagle

Beacon timber legacy

CRD
#16193
Ownership
32.4%
(527) 770-1591
matrix.delta@ridgecapital.com
in linkedin.com/in/peak-timber

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Contacts

A

AUDREA RICE ROBBINS

Director

CRD
#4070123
(621) 329-5094
glacier.summit@legacycapital.com
in linkedin.com/in/momentum-eagle
S

Skyler Aaron Trawick

--

CRD
#8213468
(773) 867-1847
eagle.vertex@atlascapital.com
in linkedin.com/in/frontier-crest
I

Insight vital

Beacon foundation catalyst

CRD
#34628
(208) 290-1215
radial.oak@beaconcapital.com
in linkedin.com/in/momentum-oak

Showing 2 of 6 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-17-2022
02-22-2023
01-30-2024
02-05-2025
03-10-2026
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

Total SMA Asset: $442,701,129

$442.7M Total SMA
Public Funds:
18.5%
Other:
32.9%
Cash:
7.8%
Equity - Exchange:
40.8%
Asset class Assets Assets %
Public Funds $407,683,591 18.5%
Other $725,015,684 32.9%
Cash $171,888,217 7.8%
Equity - Exchange $899,107,596 40.8%
Total $2,203,695,088 100.0%

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