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MOONEY FINANCIAL
MOONEY FINANCIAL, LLC
CRD 332904
320 1ST STREET N, #705, JACKSONVILLE BEACH, FL, 32250, United States
Phone
904-359-8469
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$92.5M
Discretionary AUM
$92.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $13.8M |
| High net worth individuals | 24 | $78.7M |
All web addresses on file
Official SEC filing: View on IAPD