Money Management Financial Services LLC
● SEC registered since 2018CRD 288375SEC# 801-112245Moorestown, NJ
Reg. AUM
$289.6M
Employees
4
Accounts
708
Location
Moorestown, NJ
Money Management Financial Services LLC assets under management
Money Management Financial Services LLC is a registered investment adviser overseen by the SEC based in Moorestown, NJ. The firm has been registered since 2018. It reports $289.6 million in regulatory assets under management and employs 4 people.
Money Management Financial Services LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Anthony Zielinski Control | Member | 50-75% | 2017 |
| Theodore Michael Suleski Control | Managing Member | 50-75% | 2017 |
| Walter Alan Gilmore | Cco | Under 5% | 2024 |
Frequently asked questions
How much does Money Management Financial Services LLC manage?
Money Management Financial Services LLC reports $289.6 million in regulatory assets under management on its Form ADV.
How many employees does Money Management Financial Services LLC have?
Money Management Financial Services LLC reports 4 employees.
Where is Money Management Financial Services LLC located?
Money Management Financial Services LLC is based in Moorestown, NJ and has been SEC-registered since 2018.
Does Money Management Financial Services LLC disclose fund performance?
Money Management Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 212 West Route 38, Suite 106, Moorestown, NJ 08057 |
| Phone | (856) 795-9998 |
| Fax | (856) 795-9978 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$289.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$289.6Mregulatory AUM
Discretionary $272.1MNon-discretionary $17.5M