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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-02-2017
- Office Locations
- 1
Office Locations
About Themoneymd.com, LLC
TheMoneyMD.com, LLC is a registered investment adviser providing proactive financial planning and customized portfolio management for individuals, families, and businesses nationwide, with a focus on retirement readiness, tax-aware investing, and aligning risk tolerance to goals. Portfolios are built across equities, fixed income, and alternatives and are held in the client’s name at TD Ameritrade Institutional with quarterly reporting and scheduled reviews. The firm limits onboarding to 10 new clients per year.
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
RICHARD MICHAEL GROFF II
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2063024
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,760,000 | -- |
| Total | $11,760,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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