Money Manager Inc.

Money Manager Inc. (CRD# 171034) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $10,100,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $420,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Brian J. Bors
CRD#: 4309065
Weston, FL
88
Wealthminder
score

Brian Bors (CRD# 4309065) is an Investment Advisor Representative working at Money Manager Inc. in Weston, FL and has 1 year of experience in the finance industry.

2
Daniel S. Pikula
CRD#: 2563165
Wellington, FL
63
Wealthminder
score

Daniel Pikula (CRD# 2563165) is an Investment Advisor Representative working at Money Manager Inc. in Wellington, FL and has over 21 years of experience in the finance industry.

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