Money Plans (CRD# 104694) is a financial advisory firm headquartered in Silver Spring, MD. They manage $89,415,484 in 225 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management89MILLION
Total Number of Accounts225ACCOUNTS
Average Account Value$397,402
- 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 26 years of experience in the finance industry.