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).
Total Assets Under Management32MILLION
Total Number of Accounts318ACCOUNTS
Average Account Value$101,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Paul Parotti (CRD# 5484427) is an Investment Advisor Representative working at Money Managers, Inc. in Atascadero, CA and has over 9 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.
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.