Money Managers, Inc.

Money Managers, Inc. (CRD# 151602) is a financial advisory firm headquartered in , . They manage $153,369,789 in 701 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    701
    ACCOUNTS
  • Average Account Value
    $218,787
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
The map below shows states where this firm has explicit registration only.

CA, NV, TX

Financial Advisors at Money Managers, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Marc S. Aarons
CRD#: 4459102
Las Vegas, NV

Marc Aarons (CRD# 4459102) is an Investment Advisor Representative working at Money Managers, Inc. in Las Vegas, NV and has over 21 years of experience in the finance industry.

2
Paul A. Parotti
CRD#: 5484427
8210 San Dimas Rd., Atascadero, CA 93422

Paul Parotti (CRD# 5484427) is an Investment Advisor Representative working at Money Managers, Inc. in Atascadero, CA and has over 16 years of experience in the finance industry.

3
Fredrik D. Whitley
CRD#: 4634255
Las Vegas, NV

Fredrik Whitley (CRD# 4634255) is an Investment Advisor Representative working at Money Managers, Inc. in Las Vegas, NV and has over 20 years of experience in the finance industry.

4
Max S. Abrams
CRD#: 1611366
438 E. Katella Ave., Suite 217, Orange, CA 92867

Max Abrams (CRD# 1611366) is an Investment Advisor Representative working at Money Managers, Inc. in Orange, CA and has over 37 years of experience in the finance industry.

5
Sarah M. Anderson
CRD#: 7586754
4555 El Camino Real, Suite I, Atascadero, CA 93422

Sarah Anderson (CRD# 7586754) is an Investment Advisor Representative working at Money Managers, Inc. in Atascadero, CA and has 1 year of experience in the finance industry.

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