RIA IntelAdvisersFloridaMONEY MANAGER INC.

MONEY MANAGER INC.

Advisory

FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in FL
#1,948
of 2,610 advisers by AUM
Average account
$545K
across 43 accounts
AUM per adviser
$12M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$23M
1-Year AUM Growth
3-Year CAGR
Employees
3
Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

HYGGE ADVISORS, LLC
ST. PETERSBURG, FL
$23M
CNL RESIDENTIAL CREDIT MANAGER, LLC
ORLANDO, FL
$23M
GEHRET INVESTMENTS, LLC.
$24M
ZINVEST FINANCIAL SERVICE LLC
MIAMI, FL
$24M
ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP
MIAMI, FL
$23M
-55.7% 1Y
RMP FINANCIAL, INC.
$24M

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