Investment adviser · CRD 104972
MONEY MANAGERS ADVISORY
Investment adviser filing (IA)
MONEY MANAGERS ADVISORY INC
OAK BROOK, IL, United States · Form ADV filed Feb 17, 2020
- Regulatory AUM
- $117M Form ADV · Item 5.F
- Client accounts
- 1,267 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Individuals | 646 | $65,340,000 | 55.8% |
| High-net-worth individuals | 64 | $51,807,881 | 44.2% |
Filing source
Form ADV 1364250 · Feb 17, 2020 · 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: Feb 17, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1211 W. 22ND STREET, SUITE 800OAK BROOK, IL, 60523-3220, United States
CRD 104972
Filing source
Form ADV 1364250 · Feb 17, 2020 · 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.