Investment adviser · CRD 104529
MONEY MANAGERS, INC.
Investment adviser filing (IA)
SAN ANTONIO, TX, United States · Form ADV filed Apr 6, 2026
- Regulatory AUM
- $147M Form ADV · Item 5.F
- Client accounts
- 602 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 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 | 35 | $88,744,484 | 60.5% |
| Individuals | 330 | $57,865,727 | 39.5% |
Filing source
Form ADV 2089696 · Apr 6, 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 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
15303 HUEBNER RD., BLDG. 10SAN ANTONIO, TX, 78248, United States
CRD 104529
Filing source
Form ADV 2089696 · Apr 6, 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.