Money Management Concepts, Inc.
● SEC registered since 2022CRD 111485SEC# 801-123107Melbourne, FL
Reg. AUM
$119.6M
Employees
2
Accounts
279
Location
Melbourne, FL
Money Management Concepts, Inc. assets under management
Money Management Concepts, Inc. is an investment advisory firm registered with the SEC based in Melbourne, FL. The firm has been registered since 2022. It reports $119.6 million in regulatory assets under management and employs 2 people.
Money Management Concepts, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Nmn Prudente Control | President / Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Money Management Concepts, Inc. manage?
Money Management Concepts, Inc. reports $119.6 million in regulatory assets under management on its Form ADV.
How many employees does Money Management Concepts, Inc. have?
Money Management Concepts, Inc. reports 2 employees.
Where is Money Management Concepts, Inc. located?
Money Management Concepts, Inc. is based in Melbourne, FL and has been SEC-registered since 2022.
Does Money Management Concepts, Inc. disclose fund performance?
Money Management Concepts, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6767 N. Wickham Road, Suite 400pq, Melbourne, FL 32940 |
| Phone | 321-258-1932 |
| Fax | 866-922-6624 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.6M▲ 2%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$119.6Mregulatory AUM
Discretionary $119.6M