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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-22-2024
- Office Locations
- 1
Office Locations
About Mooney Financial
Mooney Financial, LLC is a Florida state-registered, fee-based RIA in Jacksonville Beach, serving retail clients with investment management and financial planning. Client experience includes dedicated investment and planning portals (eMoney). Portfolios are primarily implemented with publicly offered funds and ETFs, with custody at Charles Schwab.
Team overview
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Custodian
Platform
Technology
Owner & Executives
Benjamin D Carter
Financial Advisor, PRINCIPAL
- CRD
- #6531633
- Ownership
- 50% but less than 75%
KEVIN W SIDES
Chief Compliance Officer, Director of Investment Services, Financial Advisor, PRINCIPAL
- CRD
- #5484129
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,482,903 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,482,903 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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