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MONEY MANAGERS, INC.
CRD 151602 · SEC 801-123408
7495 W AZURE DRIVE, 110, LAS VEGAS, NV, 89130, United States
Phone
(725) 254-5220
Fax
(714) 455-3680
Registration
— (—)
Source
State registered
Total AUM
$69.7M
Discretionary AUM
$69.7M
Team
4 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX SERVICES AND TAX PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $40.6M |
| High net worth individuals | 20 | $28.0M |
| Insurance companies | 6 | $531K |
All web addresses on file
Official SEC filing: View on IAPD