Investment adviser · CRD 145149
RETIREMENT MONEY MANAGEMENT
Investment adviser filing (IA)
SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.
SARASOTA, FL, United States · Form ADV filed Jan 10, 2018
- Regulatory AUM
- $27M Form ADV · Item 5.F
- Client accounts
- 180 Accounts, not individual clients
- Employees
- 3 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 | 97 | $17,000,000 | 63.0% |
| High-net-worth individuals | 6 | $10,000,000 | 37.0% |
Filing source
Form ADV 1163230 · Jan 10, 2018 · 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: Jan 10, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2 N. TAMIAMI TRAIL, SUITE 400SARASOTA, FL, 34236-5586, United States
CRD 145149
Filing source
Form ADV 1163230 · Jan 10, 2018 · 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.