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
By the Numbers
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Total Assets Under Management106MILLION
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Total Number of Accounts283ACCOUNTS
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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.
1
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.
2
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.
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