M
CRD: 325395
MY Money MGR
Newport Beach, CA
7142486464
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-11-2023
- Office Locations
- 1
Office Locations
-- Newport Beach CA
About MY Money MGR
MY Money MGR is a Newport Beach-based RIA. The firm has been operating for 3 years. Managing $8.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Delta
Investment Themes
Fusion radial Focus
Investment Vehicles
Vector quantum
Services
Element Pathway horizon Atlas Zenith Glacier insight Atlas alpha
Owner & Executives
R
RANDALL BRIAN KIMMEL
Chief Compliance Officer
- CRD
- #2171708
- Ownership
- 75% or more
(638) 795-7519
pioneer.pioneer@signalcapital.com
in linkedin.com/in/prime-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,000,000
Equity - Exchange:
34.5% Cash:
46.8% U.S. Government/Agency:
18.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,824,892,582 | 34.5% |
| Cash | $3,832,028,198 | 46.8% |
| U.S. Government/Agency | $1,531,173,660 | 18.7% |
| Total | $8,188,094,440 | 100.0% |