Mouly Financial Management, Inc.

Mouly Financial Management, Inc. (CRD# 141809) is a financial advisory firm headquartered in Davie, FL. They manage $16,500,000 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $261,905
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Mouly Financial Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eileen L. Mouly
CRD#: 1439064
12401 Orange Drive, Suite 223, Davie, FL 33330
96
Wealthminder
score

Eileen Mouly (CRD# 1439064) is an Investment Advisor Representative working at Mouly Financial Management, Inc. in Davie, FL and has over 30 years of experience in the finance industry. Eileen Mouly 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.

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