Investment adviser · CRD 106363

MONEY STRATEGIES INC

Investment adviser filing (IA)

MELBOURNE, FL, United States · Form ADV filed Mar 25, 2014

Regulatory AUM
$35M
Form ADV · Item 5.F
Client accounts
173
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 25, 2014. View historical filings

Reported services

Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Performance-based

Principal office

2101 SOUTH WAVERLY PLACE, SUITE 200-A
MELBOURNE, FL, 32901, United States

CRD 106363

Filing source

Form ADV 794854 · Mar 25, 2014 · 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.