M
CRD: 171034
Money Manager Inc.
Wellington, FL
5618323725
$23.4M Total AUM
$23.4M Disc. AUM
-- 3Y CAGR
3 Employees
29 ADV. Clients
11 yrs Firm Age
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- Custodian
- BNY Mellon · E*TRADE · Pershing · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-03-2014
- Office Locations
- 1
Office Locations
-- Wellington FL
About Money Manager Inc.
Money Manager Inc. is a Wellington-based RIA. The firm has been operating for 11 years. Managing $23.4M in total assets under management, with 2 advisory representatives. They custody assets with BNY Mellon and E*TRADE. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$808.1K AVG AUM / CLIENT
8.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
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Accredited Investors
Vector capital
Asset Classes
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Investment Vehicles
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Services
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Owner & Executives
D
DANIEL SIMON PIKULA
Broker, Owner, President
- CRD
- #2563165
- Ownership
- 75% or more
(375) 420-2716
value.vector@northcapital.com
in linkedin.com/in/vector-element
Showing 1 of 1 owners & executives
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F
FREDERICK SAMUEL JOYCE, JR.
Financial Advisor
- CRD
- #1192356
(282) 204-8143
pioneer.vector@vertexcapital.com
in linkedin.com/in/capital-foundation
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,434,686 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,434,686 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,434,686
Equity - Exchange:
24.4% Cash:
26.9% Private Funds:
29.5% Public Funds:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $93,364,942 | 24.4% |
| Cash | $102,931,022 | 26.9% |
| Private Funds | $112,879,745 | 29.5% |
| Public Funds | $73,467,496 | 19.2% |
| Total | $382,643,205 | 100.0% |