Money Plans (CRD# 104694) is a financial advisory firm headquartered in Silver Spring, MD. They manage $76,014,602 in 251 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts251ACCOUNTS
Average Account Value$302,847
- 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
DC, MD, VA
Denise Leish (CRD# 2088024) is an Investment Advisor Representative working at Money Plans in Silver Spring, MD and has over 25 years of experience in the finance industry.