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RETIREMENT MONEY MANAGEMENT
SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.
CRD 145149 · SEC 801-69720
5001 LAKEWOOD RANCH BLVD, SUITE 105, SARASOTA, FL, 34240, United States
Phone
941-955-2099
Fax
941-955-2837
Registration
— (—)
Source
State registered
Total AUM
$41.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $26.2M |
| High net worth individuals | 10 | $15.4M |
All web addresses on file
Official SEC filing: View on IAPD