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MONEY CONSULTANTS ADVISORY, INC.

CRD 111158

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$2.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNING FEES

Org form

Corporation

Filing date

2025-01-17

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)AS-NEEDED HOURLY FINANCIAL PLANNING ADVICE

Client types

TypeClientsAUM
Individuals1$2.0M

Official SEC filing: View on IAPD