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MONEY MANAGEMENT CONCEPTS INC.
MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485 · SEC 801-123107
6767 N. WICKHAM ROAD, SUITE 400PQ, MELBOURNE, FL, 32940, United States
Phone
321-258-1932
Fax
866-922-6624
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.6M
Discretionary AUM
$119.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $28.8M |
| High net worth individuals | 32 | $90.8M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD