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HD MONEY, INC.
CRD 167623 · SEC 801-125764
3322 BEE RIDGE ROAD, SUITE 200, SARASOTA, FL, 34239, United States
Phone
941-925-2121
Fax
(941) 925-2228
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$386.1M
Discretionary AUM
$386.1M
Team
12 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 484 | $386.1M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD