MONEY MANAGEMENT CONCEPTS, INC.
Legal name: MONEY MANAGEMENT CONCEPTS INC.
CRD #111485 SEC #801-123107 MELBOURNE, FL 321-258-1932
SEC Registered
Total AUM
$117M
Discretionary
$117M
Employees
2
Clients
--
Accounts
282
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $117M | $117M | $0 | 2 | 0 |
| Mar 2024 | $106.5M | $106.5M | $0 | 2 | 0 |
| Mar 2023 | $98.4M | $98.4M | $0 | 2 | 0 |
| Sep 2022 | $109.8M | $109.8M | $0 | 2 | 0 |
| Apr 2022 | $109.8M | $109.8M | $0 | 2 | 0 |
| Mar 2022 | $109.8M | $109.8M | $0 | 2 | 0 |
| Dec 2021 | $106.1M | $106.1M | $0 | 2 | 0 |
| May 2012 | $35M | $35M | $0 | 1 | 26 |
| Apr 2012 | $35M | $35M | $0 | 1 | 26 |
| Jan 2012 | $35M | $35M | $0 | 1 | 26 |
| Nov 2011 | $35.4M | $35.4M | $0 | 1 | 26 |
| Mar 2011 | $35.4M | $35.4M | $0 | 5 | -- |
| Oct 2010 | $31.1M | $10M | $21.1M | 5 | -- |
| Mar 2008 | $50.3M | $250K | $50M | 10 | -- |
| Aug 2007 | $50M | $0 | $50M | 10 | -- |
| Feb 2007 | $50M | $0 | $50M | 10 | -- |
| Mar 2006 | $50M | $0 | $50M | 10 | -- |
| Feb 2005 | $50M | $0 | $50M | 10 | -- |
| May 2001 | $50M | $0 | $50M | -- | -- |
DateFeb 2025
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2012
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$31.1M
Discretionary$10M
Non-Disc.$21.1M
Employees5
Clients--
DateMar 2008
Total AUM$50.3M
Discretionary$250K
Non-Disc.$50M
Employees10
Clients--
DateAug 2007
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees10
Clients--
DateFeb 2007
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees10
Clients--
DateMar 2006
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees10
Clients--
DateFeb 2005
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees10
Clients--
DateMay 2001
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees--
Clients--