MONEY MANAGEMENT SERVICES, INC.
Legal name: MONEY MANAGEMENT SERVICES INC
CRD #106832 SEC #801-42500 BIRMINGHAM, AL 205-871-7526
SEC Registered
Total AUM
$389.2M
Discretionary
$376.2M
Employees
12
Clients
251
Accounts
1,304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $389.2M | $376.2M | $13M | 12 | 35 |
| Jan 2024 | $352.1M | $343.8M | $8.3M | 11 | 32 |
| Feb 2023 | $313.9M | $305.5M | $8.4M | 11 | 30 |
| Feb 2022 | $340.1M | $334.1M | $6M | 10 | 13 |
| Jan 2022 | $294.8M | $290.3M | $4.5M | 9 | 13 |
| Jun 2021 | $294.8M | $290.3M | $4.5M | 9 | 13 |
| Mar 2021 | $294.8M | $290.3M | $4.5M | 9 | 13 |
| Jun 2020 | $260M | $258.6M | $1.4M | 8 | 0 |
| Mar 2020 | $260M | $258.6M | $1.4M | 8 | 0 |
| Mar 2020 | $260M | $258.6M | $1.4M | 8 | 0 |
| Mar 2019 | $234.3M | $234.3M | $0 | 8 | 0 |
| Mar 2018 | $222.8M | $222.8M | $0 | 8 | 0 |
| Mar 2017 | $200.4M | $200.4M | $0 | 7 | 367 |
| Mar 2016 | $184.5M | $184.5M | $0 | 7 | 358 |
| Mar 2015 | $193.5M | $193.5M | $0 | 7 | 370 |
| Mar 2014 | $180.4M | $180.4M | $0 | 6 | 326 |
| Mar 2013 | $155.1M | $155.1M | $0 | 6 | 339 |
| Mar 2012 | $141.5M | $141.5M | $0 | 6 | 299 |
| May 2011 | $151.5M | $151.5M | $0 | 10 | -- |
| Mar 2011 | $146.1M | $146.1M | $0 | 10 | -- |
| Jan 2011 | $131.8M | $131.8M | $0 | 10 | -- |
| Dec 2010 | $131.8M | $131.8M | $0 | 10 | -- |
| Mar 2009 | $104.8M | $104.8M | $0 | 10 | -- |
| Mar 2008 | $151.4M | $151.4M | $0 | 10 | -- |
| Aug 2007 | $284.2M | $276.6M | $7.6M | 10 | -- |
| Feb 2007 | $284.2M | $276.6M | $7.6M | 10 | -- |
| Feb 2006 | $241.2M | $239.8M | $1.4M | 10 | -- |
| Feb 2006 | $225.4M | $222.8M | $2.6M | 10 | -- |
| Jan 2006 | $225.4M | $222.8M | $2.6M | 10 | -- |
| Jan 2005 | $203.5M | $200.9M | $2.5M | 10 | -- |
| Apr 2002 | $180.6M | $177.9M | $2.7M | 10 | -- |
| Apr 2002 | $180.6M | $177.9M | $2.7M | 10 | -- |
DateFeb 2025
Total AUM$389.2M
Discretionary$376.2M
Non-Disc.$13M
Employees12
Clients35
DateJan 2024
Total AUM$352.1M
Discretionary$343.8M
Non-Disc.$8.3M
Employees11
Clients32
DateFeb 2023
Total AUM$313.9M
Discretionary$305.5M
Non-Disc.$8.4M
Employees11
Clients30
DateFeb 2022
Total AUM$340.1M
Discretionary$334.1M
Non-Disc.$6M
Employees10
Clients13
DateJan 2022
Total AUM$294.8M
Discretionary$290.3M
Non-Disc.$4.5M
Employees9
Clients13
DateJun 2021
Total AUM$294.8M
Discretionary$290.3M
Non-Disc.$4.5M
Employees9
Clients13
DateMar 2021
Total AUM$294.8M
Discretionary$290.3M
Non-Disc.$4.5M
Employees9
Clients13
DateJun 2020
Total AUM$260M
Discretionary$258.6M
Non-Disc.$1.4M
Employees8
Clients0
DateMar 2020
Total AUM$260M
Discretionary$258.6M
Non-Disc.$1.4M
Employees8
Clients0
DateMar 2020
Total AUM$260M
Discretionary$258.6M
Non-Disc.$1.4M
Employees8
Clients0
DateMar 2019
Total AUM$234.3M
Discretionary$234.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees7
Clients367
DateMar 2016
Total AUM$184.5M
Discretionary$184.5M
Non-Disc.$0
Employees7
Clients358
DateMar 2015
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees7
Clients370
DateMar 2014
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees6
Clients326
DateMar 2013
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees6
Clients339
DateMar 2012
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees6
Clients299
DateMay 2011
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$104.8M
Discretionary$104.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$284.2M
Discretionary$276.6M
Non-Disc.$7.6M
Employees10
Clients--
DateFeb 2007
Total AUM$284.2M
Discretionary$276.6M
Non-Disc.$7.6M
Employees10
Clients--
DateFeb 2006
Total AUM$241.2M
Discretionary$239.8M
Non-Disc.$1.4M
Employees10
Clients--
DateFeb 2006
Total AUM$225.4M
Discretionary$222.8M
Non-Disc.$2.6M
Employees10
Clients--
DateJan 2006
Total AUM$225.4M
Discretionary$222.8M
Non-Disc.$2.6M
Employees10
Clients--
DateJan 2005
Total AUM$203.5M
Discretionary$200.9M
Non-Disc.$2.5M
Employees10
Clients--
DateApr 2002
Total AUM$180.6M
Discretionary$177.9M
Non-Disc.$2.7M
Employees10
Clients--
DateApr 2002
Total AUM$180.6M
Discretionary$177.9M
Non-Disc.$2.7M
Employees10
Clients--