Money Managers, Inc.

Money Managers, Inc. (CRD# 151602) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $32,121,200 in 318 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    318
    ACCOUNTS
  • Average Account Value
    $101,010
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
  • Pension consulting services
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.

CA

Financial Advisors at Money Managers, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul A. Parotti
CRD#: 5484427
8210 San Dimas Rd., Atascadero, CA 93422
96
Wealthminder
score

Paul Parotti (CRD# 5484427) is an Investment Advisor Representative working at Money Managers, Inc. in Atascadero, CA and has over 8 years of experience in the finance industry. Paul Parotti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marc S. Aarons
CRD#: 4459102
24031 El Toro Road, Suite #200, Laguna Hills, CA 92653
86
Wealthminder
score

Marc Aarons (CRD# 4459102) is an Investment Advisor Representative working at Money Managers, Inc. in Laguna Hills, CA and has over 14 years of experience in the finance industry.

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