Money Management Services Inc
Birmingham, Alabama
5.0
3 Reviews
Money Management Services Inc, based out of Birmingham, AL, is a reputable investment advisory firm catering to over 360 individual clients. With assets under management totaling more than $313,903,000, they offer comprehensive financial solutions to help clients achieve their wealth management goals. Operating from a single office, Money Management Services Inc specializes in managing employer 401Ks and individual assets, leveraging their extensive experience in this field. Impressively, 97% of the assets they oversee are managed on a discretionary basis, allowing them to make informed investment decisions on behalf of their cli...
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Assets Under Mgmt

$313.9M

Investment Professionals

4

Locations

0

% 401K & Individual

36%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Other: INVESTMENT CONSULTING
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