Successful Money Strategies Inc
● SEC registered since 1993CRD 109829SEC# 801-43656Fall River, MA
Reg. AUM
$227.1M
Employees
3
Accounts
791
Location
Fall River, MA
Successful Money Strategies Inc assets under management
Successful Money Strategies Inc is an investment advisory firm registered with the SEC based in Fall River, MA. The firm has been registered since 1993. It reports $227.1 million in regulatory assets under management and employs 3 people.
Successful Money Strategies Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Jude O'Keefe Control | President And Chief Compliance Officer | Over 75% | 1993 |
Frequently asked questions
How much does Successful Money Strategies Inc manage?
Successful Money Strategies Inc reports $227.1 million in regulatory assets under management on its Form ADV.
How many employees does Successful Money Strategies Inc have?
Successful Money Strategies Inc reports 3 employees.
Where is Successful Money Strategies Inc located?
Successful Money Strategies Inc is based in Fall River, MA and has been SEC-registered since 1993.
Does Successful Money Strategies Inc disclose fund performance?
Successful Money Strategies Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 North Main Street, Fall River, MA 02720 |
| Phone | (508) 730-2300 |
| Fax | (508) 730-1135 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.1M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$227.1Mregulatory AUM
Discretionary $227.1M