Managed Money Concepts
Managed Money Concepts (CRD# 115174) is a financial advisory firm headquartered in Lansing, MI. They manage $46,625,594 in 226 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management47MILLION
-
Total Number of Accounts226ACCOUNTS
-
Average Account Value$206,308
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Managed Money Concepts
No Advisor Found.
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