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MONEY MANAGEMENT SERVICES INC

MONEY MANAGEMENT SERVICES, INC.

CRD 106832 · SEC 801-42500

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3410 INDEPENDENCE DRIVE, BIRMINGHAM, AL, 35209-5604, United States

Phone

205-871-7526

Fax

2052892044

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$442.7M

Discretionary AUM

$426.0M

Team

12 total employees; 7 advisory reps; 10 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsINVESTMENT CONSULTING

Client types

TypeClientsAUM
Individuals368$152.2M
High net worth individuals153$290.0M
Pension/profit sharing plans1$430K

States served

AL, GA, LA, MS, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD