$108.0M Total AUM
$108.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-1999
- Office Locations
- 1
Office Locations
8701 Georgia AVE #710 Silver Spring MD
About Money Plans
Money Plans is a Silver Spring, MD RIA providing interactive financial planning, discretionary wealth management, and senior-living/retirement planning. Portfolios emphasize diversified asset allocation using ETFs and mutual funds, with risk management and an ESG/socially responsible tilt. Custodies client assets at Charles Schwab.
Team overview
56 AVG AGE
$108.0M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
27.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Asset Classes
Ember prime Catalyst
Custodian
Value North
Investment Themes
Catalyst Signal timber Eagle Element
Investment Vehicles
Pioneer north
Services
Catalyst value Focus Vital prime Matrix Quantum Oak signal Beacon
Owner & Executives
DENISE JANICE LEISH
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2088024
- Ownership
- 75% or more
(946) 596-7785
eagle.catalyst@fusioncapital.com
in linkedin.com/in/summit-north
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,992,883 | $268,697 |
| Non-Discretionary | $0 | -- |
| Total | $107,992,883 | $268,697 |
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Separately Managed Accounts
Total SMA Asset: $107,992,883
Public Funds:
13.6% Equity - Exchange:
45.2% Cash:
41.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $220,153,562 | 13.6% |
| Equity - Exchange | $731,686,838 | 45.2% |
| Cash | $666,935,790 | 41.2% |
| Total | $1,618,776,190 | 100.0% |