Mouly Financial Management, Inc.

Mouly Financial Management, Inc. (CRD# 141809) is a financial advisory firm headquartered in Davie, FL. They manage $19,700,000 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12401 Orange Drive, Suite 223, Davie, FL 33330
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $703,571
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.

FL, TX

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

Eileen Mouly (CRD# 1439064) is an Investment Advisor Representative working at Mouly Financial Management, Inc. in Davie, FL and has over 37 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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