MONEY MANAGEMENT SERVICES INC
MONEY MANAGEMENT SERVICES, INC. Legal Name
Adviser information for MONEY MANAGEMENT SERVICES INC last updated from Form ADV on January 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Alabama, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,313 | $343.8M |
| Non-Discretionary | 32 | $8.3M |
| Total | 1,345 | $352.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 369 | $131.9M |
| HNW Individuals | 129 | $220.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 32 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Educational seminars/workshopsINVESTMENT CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-42500 |
|---|---|
| SEC ERA File Number | 801-42500 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106832 |
| Legal Entity Identifier | None |
Principal Office
3410 INDEPENDENCE DRIVEBIRMINGHAM
AL
United States
Monday - Friday, MONDAY TO THURSDAY 9AM TO 5PM, FRIDAY 9AM TO 3PM
Tel: 205-871-7526, Fax: 2052892044
Chief Compliance Officer
DONALD R. RICE
CHAIRMAN, CFP, AIF
3410 INDEPENDENCE DRIVE
BIRMINGHAM
AL
United States
Tel:
205-871-7526
Fax:
205-289-2044
R****@*************************M
(Full email address available in API data)
Regulatory Contact
DEBRA BOYER
CPA
3410 INDEPENDENCE DRIVE
BIRMINGHAM
AL
United States
Tel:
205-871-7526
Fax:
205-289-2044
B*****@*************************M
(Full email address available in API data)
Industry Affiliates
| NATIONAL ADVISORS TRUST SERVICES | Banking or thrift institutionTrust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RICE, DONALD, RAY | Individual | – | DIRECTOR, CHAIRMAN, CHIEF COMPLIANCE OFFICER | 09/1992 | > 75% |
| RICE, GWENDOLYN, RICHARDS | Individual | – | DIRECTOR | 09/1992 | 10-25% |
| RICE, ANDREW, DONALD | Individual | – | PRESIDENT, CHIEF FINANCIAL OFFICER | 01/2002 | < 5% |