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CONSERVATIVEMONEY LLC
CRD 121306 · SEC 801-69952
1315 W 76TH STREET, CLEVELAND, OH, 44102-2030, United States
Phone
216-251-2100
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.4M
Discretionary AUM
$5.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $962K |
| High net worth individuals | 4 | $8.2M |
| Pension/profit sharing plans | 1 | $1.0M |
| Charitable organizations | 1 | $233K |
All web addresses on file
Official SEC filing: View on IAPD