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$17.4M Total AUM
$17.4M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
-- NEW Port Richey, FL
About THE Money Guys
The Money Guys is a Florida-based, retail-focused RIA led by CEO/investment advisor Richard Lacy Pigott. The firm provides financial planning, estate planning, insurance support, and portfolio construction with an emphasis on asset allocation and risk management, serving entrepreneurs. Portfolios skew heavily to ETFs and are custodied at Interactive Brokers.
Team overview
-- AVG AGE
$17.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD LACY PIGOTT
Chief Executive Officer, Investment Advisor
- CRD
- #4042185
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,433,224 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,433,224 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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