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MONEY MANAGERS, INC.
CRD 104529 · SEC 801-134024
15303 HUEBNER RD., BLDG. 10, SAN ANTONIO, TX, 78248, United States
Phone
(210)349-9494
Fax
(210)349-0103
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.6M
Discretionary AUM
$97.3M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 330 | $57.9M |
| High net worth individuals | 35 | $88.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD