Investment adviser · CRD 132080
MONEY PROFESSIONALS, LLC
Investment adviser filing (IA)
PENSACOLA, FL, United States · Form ADV filed Mar 13, 2012
- Regulatory AUM
- $40.8M Form ADV · Item 5.F
- Client accounts
- 276 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Mar 13, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
625 EAST ROMANA STREETPENSACOLA, FL, 32502-6111, United States
CRD 132080
Filing source
Form ADV 623644 · Mar 13, 2012 · 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.