Money Plans
Money Plans is an SEC-registered ria with $61.5M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Money Plans: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104694, data through 2012-06-05.
- AUM (assets under management / regulatory AUM)
- $61.5M (2012-06-05)
- Firm type
- Ria
- CRD
- 104694
- Ownership
- DOWNEY, MARGARET, ANN; LEISH, DENISE, JANICE
How much AUM does Money Plans have?
Money Plans reported $61.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-06-05).
Who owns Money Plans?
Disclosed owners and executives of Money Plans include DOWNEY, MARGARET, ANN, LEISH, DENISE, JANICE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.