MONEY STRATEGIES INC
CRD #106363 SEC #801-41282 ROCKLEDGE, FL 321-723-0101
SEC Registered
Total AUM
$43M
Discretionary
$31M
Employees
3
Clients
1
Accounts
199
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $35M | $27M | $8M | 3 | 100 |
| Feb 2014 | $35M | $27M | $8M | 3 | 100 |
| Feb 2014 | $35M | $27M | $8M | 3 | 100 |
| Jan 2013 | $43M | $31M | $12M | 3 | 100 |
| Jan 2012 | $59M | $47M | $12M | 1 | 200 |
| Aug 2011 | $59M | $47M | $12M | 5 | -- |
| May 2011 | $34.5M | $29M | $5.5M | 5 | -- |
| Dec 2010 | $30M | $15M | $15M | 5 | -- |
| May 2009 | $35.9M | $15.6M | $20.3M | 5 | -- |
| Feb 2009 | $35.9M | $15.6M | $20.3M | 5 | -- |
| Jan 2008 | $48.7M | $20.3M | $28.4M | 5 | -- |
| Jun 2007 | $58.1M | $23.4M | $34.7M | 5 | -- |
| Mar 2006 | $61.9M | $25.1M | $36.8M | 5 | -- |
DateMar 2014
Total AUM$35M
Discretionary$27M
Non-Disc.$8M
Employees3
Clients100
DateFeb 2014
Total AUM$35M
Discretionary$27M
Non-Disc.$8M
Employees3
Clients100
DateFeb 2014
Total AUM$35M
Discretionary$27M
Non-Disc.$8M
Employees3
Clients100
DateJan 2013
Total AUM$43M
Discretionary$31M
Non-Disc.$12M
Employees3
Clients100
DateJan 2012
Total AUM$59M
Discretionary$47M
Non-Disc.$12M
Employees1
Clients200
DateAug 2011
Total AUM$59M
Discretionary$47M
Non-Disc.$12M
Employees5
Clients--
DateMay 2011
Total AUM$34.5M
Discretionary$29M
Non-Disc.$5.5M
Employees5
Clients--
DateDec 2010
Total AUM$30M
Discretionary$15M
Non-Disc.$15M
Employees5
Clients--
DateMay 2009
Total AUM$35.9M
Discretionary$15.6M
Non-Disc.$20.3M
Employees5
Clients--
DateFeb 2009
Total AUM$35.9M
Discretionary$15.6M
Non-Disc.$20.3M
Employees5
Clients--
DateJan 2008
Total AUM$48.7M
Discretionary$20.3M
Non-Disc.$28.4M
Employees5
Clients--
DateJun 2007
Total AUM$58.1M
Discretionary$23.4M
Non-Disc.$34.7M
Employees5
Clients--
DateMar 2006
Total AUM$61.9M
Discretionary$25.1M
Non-Disc.$36.8M
Employees5
Clients--