Money Plans

Money Plans (CRD# 104694) is a financial advisory firm headquartered in Silver Spring, MD. They manage $108,498,329 in 193 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
8701 Georgia Ave, Ste. 710, Silver Spring, MD 20910
http://www.moneyplans.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $562,168
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD, VA

Financial Advisors at Money Plans
Showing 1 - 1 of 1 top financial advisors.
1
Denise Leish, financial advisor Silver Spring MD
Denise J. Leish
CRD#: 2088024
8701 Georgia Ave, #710, Silver Spring, MD 20910

Denise Leish (CRD# 2088024) is an Investment Advisor Representative working at Money Plans in Silver Spring, MD and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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