Money Manager Inc.

Money Manager Inc. (CRD# 171034) is a financial advisory firm headquartered in , . They manage $23,488,916 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $757,707
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Money Manager Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Frederick Joyce, Jr., financial advisor Wellington FL
Frederick S. Joyce, Jr.
CRD#: 1192356
Wellington, FL

Frederick Joyce, Jr. (CRD# 1192356) is an Investment Advisor Representative working at Money Manager Inc. in Wellington, FL and has over 40 years of experience in the finance industry.

2
Daniel Pikula, financial advisor Wellington FL
Daniel S. Pikula
CRD#: 2563165
Wellington, FL

Daniel Pikula (CRD# 2563165) is an Investment Advisor Representative working at Money Manager Inc. in Wellington, FL and has over 14 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.

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