Investment adviser · CRD 288375
BLUEFIN FINANCIAL
Investment adviser filing (IA)
MONEY MANAGEMENT FINANCIAL SERVICES LLC
MOORESTOWN, NJ, United States · Form ADV filed Apr 24, 2026
- Regulatory AUM
- $290M Form ADV · Item 5.F
- Client accounts
- 708 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $206,276,224 | 71.2% |
| Individuals | 261 | $77,212,077 | 26.7% |
| Retirement plans | 2 | $6,103,478 | 2.1% |
Filing source
Form ADV 2098473 · Apr 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
212 WEST ROUTE 38, SUITE 106MOORESTOWN, NJ, 08057, United States
CRD 288375
Filing source
Form ADV 2098473 · Apr 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.