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- Custodian
- Capital Group · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Frontier oakPrime pathway +more
- Established Date
- 11-10-2009
- Office Locations
- 2
Office Locations
About Money Managers, Inc.
Money Managers, Inc. is a financial planning and tax accounting firm providing fee-based investment management alongside retirement, 401(k)/IRA, insurance, and business planning. The team uses a technology-driven risk/reward assessment to align portfolios to client risk tolerance, and emphasizes tax-aware guidance for high-net-worth individuals, retirees, and business owners. Public filings indicate ETF-centric portfolios.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARC SAMUEL AARONS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4459102
- Ownership
- 75% or more
XIAOWEN L AARONS
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MAX SCOTT ABRAMS
Wealth Advisor
- CRD
- #1611366
FREDRIK DOUGLAS WHITLEY
Wealth Manager
- CRD
- #4634255
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,651,016 | $182,701 |
| Non-Discretionary | $0 | -- |
| Total | $69,651,016 | $182,701 |
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Separately Managed Accounts
Total SMA Asset: $69,651,016
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,669,798,825 | 24.3% |
| Cash | $927,666,014 | 13.5% |
| Public Funds | $858,950,013 | 12.5% |
| Corporate - Investment Grade | $1,704,156,825 | 24.8% |
| Municipal Bonds | $1,278,117,619 | 18.6% |
| U.S. Government/Agency | $432,910,805 | 6.3% |
| Total | $6,871,600,101 | 100.0% |