SUCCESSFUL MONEY STRATEGIES INC
CRD #109829 SEC #801-43656 FALL RIVER, MA (508) 730-2300
SEC Registered
Total AUM
$199.1M
Discretionary
$199.1M
Employees
3
Clients
101
Accounts
725
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $199.1M | $199.1M | $0 | 3 | 0 |
| Aug 2024 | $174.9M | $174.9M | $0 | 3 | 0 |
| Feb 2024 | $174.9M | $174.9M | $0 | 3 | 0 |
| Oct 2023 | $161.4M | $161.4M | $0 | 3 | 0 |
| Mar 2023 | $161.4M | $161.4M | $0 | 3 | 0 |
| Mar 2023 | $161.4M | $161.4M | $0 | 3 | 0 |
| Mar 2022 | $185.8M | $185.8M | $0 | 3 | 0 |
| Feb 2022 | $185.8M | $185.8M | $0 | 3 | 0 |
| Nov 2021 | $161.9M | $161.9M | $0 | 2 | 1 |
| Feb 2021 | $161.9M | $161.9M | $0 | 2 | 1 |
| Jun 2020 | $154.1M | $154.1M | $0 | 3 | 5 |
| Feb 2020 | $154.1M | $154.1M | $0 | 3 | 5 |
| Feb 2019 | $143.8M | $143.8M | $0 | 3 | 3 |
| Feb 2018 | $139.9M | $139.9M | $0 | 3 | 4 |
| Feb 2017 | $130M | $130M | $0 | 2 | 210 |
| Feb 2016 | $115.1M | $115.1M | $0 | 2 | 210 |
| Mar 2015 | $118.8M | $118.8M | $0 | 2 | 200 |
| Mar 2014 | $111.5M | $111.5M | $0 | 2 | 200 |
| Feb 2014 | $111.5M | $111.5M | $0 | 2 | 200 |
| Feb 2013 | $105.5M | $105.5M | $0 | 2 | 200 |
| Mar 2012 | $100.7M | $100.7M | $0 | 1 | 200 |
| Mar 2011 | $102.5M | $102.5M | $0 | 5 | -- |
| Feb 2011 | $102.5M | $102.5M | $0 | 5 | -- |
| Jan 2010 | $90M | $90M | $0 | 5 | -- |
| Jan 2008 | $103.5M | $103.5M | $0 | 5 | -- |
| Jan 2007 | $96.6M | $96.6M | $0 | 5 | -- |
| Jan 2006 | $85.8M | $85.8M | $0 | 5 | -- |
| Jan 2005 | $79M | $79M | $0 | 5 | -- |
| Jul 2004 | $63.8M | $63.8M | $0 | 5 | -- |
| Jul 2004 | $63.8M | $63.8M | $0 | 5 | -- |
| Jan 2004 | $63.8M | $63.8M | $0 | 5 | -- |
DateJan 2025
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$161.4M
Discretionary$161.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$161.9M
Discretionary$161.9M
Non-Disc.$0
Employees2
Clients1
DateFeb 2021
Total AUM$161.9M
Discretionary$161.9M
Non-Disc.$0
Employees2
Clients1
DateJun 2020
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees3
Clients5
DateFeb 2020
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees3
Clients5
DateFeb 2019
Total AUM$143.8M
Discretionary$143.8M
Non-Disc.$0
Employees3
Clients3
DateFeb 2018
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees3
Clients4
DateFeb 2017
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients210
DateFeb 2016
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees2
Clients210
DateMar 2015
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients200
DateFeb 2014
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients200
DateFeb 2013
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees2
Clients200
DateMar 2012
Total AUM$100.7M
Discretionary$100.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$96.6M
Discretionary$96.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$85.8M
Discretionary$85.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$79M
Discretionary$79M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$63.8M
Discretionary$63.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$63.8M
Discretionary$63.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$63.8M
Discretionary$63.8M
Non-Disc.$0
Employees5
Clients--