Money Management Concepts Inc.

Money Management Concepts Inc. (CRD# 111485) is a financial advisory firm headquartered in Melbourne, FL. They manage $106,452,391 in 283 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

6767 N. Wickham Road, Suite 400pq, Melbourne, FL 32940

http://www.moneymanagementconcepts.com

By the Numbers

Total Assets Under Management

106

MILLION
Total Number of Accounts

283

ACCOUNTS
Average Account Value

$376,157

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Money Management Concepts Inc.

Showing 1 - 2 of 2 top financial advisors.

Thomas N. Prudente

CRD#: 1870380

6767 N. Wickham Road, Suite 400pq, Melbourne, FL 32940

Thomas Prudente (CRD# 1870380) is an Investment Advisor Representative working at Money Management Concepts Inc. in Melbourne, FL and has over 35 years of experience in the finance industry.

Jeffrey R. Wegner

CRD#: 4245448

6767 N. Wickham Road, Suite 400pq, Melbourne, FL 32940

Jeffrey Wegner (CRD# 4245448) is an Investment Advisor Representative working at Money Management Concepts Inc. in Melbourne, FL and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals