Money Management Concepts Inc.
Money Management Concepts Inc. is an SEC-registered ria in Melbourne, FL with $119.6M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Money Management Concepts Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111485, SEC 801-123107, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $119.6M (2026-02-24)
- Firm type
- Ria
- Location
- Melbourne, FL
- Employees
- 2
- Clients
- 90
- CRD
- 111485
- Ownership
- PRUDENTE, THOMAS; JONES, HELEN, EARLE ROBERTS; JONES, RICHARD, OWENS; PRUDENTE, THOMAS, NMN; JONES, HELEN EARL ROBERTS
How much AUM does Money Management Concepts Inc. have?
Money Management Concepts Inc. reported $119.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Money Management Concepts Inc.?
Disclosed owners and executives of Money Management Concepts Inc. include PRUDENTE, THOMAS, JONES, HELEN, EARLE ROBERTS, JONES, RICHARD, OWENS, PRUDENTE, THOMAS, NMN, JONES, HELEN EARL ROBERTS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.