SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.
Legal name: RETIREMENT MONEY MANAGEMENT
CRD #145149 SEC #801-69720 SARASOTA, FL 941-955-8163
SEC Registered
Total AUM
$27M
Discretionary
$0
Employees
3
Clients
26
Accounts
180
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2018 | $27M | $0 | $27M | 3 | 33 |
| Nov 2017 | $27M | $0 | $27M | 3 | 33 |
| Nov 2017 | $27M | $0 | $27M | 3 | 33 |
| Jun 2017 | $76.2M | $0 | $76.2M | 3 | 26 |
| Mar 2017 | $76.2M | $0 | $76.2M | 3 | 26 |
| Jan 2017 | $63M | $0 | $63M | 3 | 26 |
| Mar 2016 | $63M | $0 | $63M | 3 | 26 |
| Jul 2015 | $75M | $0 | $75M | 3 | 26 |
| May 2015 | $73M | $0 | $73M | 3 | 26 |
| Apr 2014 | $73M | $0 | $73M | 4 | 26 |
| Apr 2013 | $75M | $0 | $75M | 4 | 26 |
| Jul 2011 | $75M | $0 | $75M | 5 | -- |
| Mar 2011 | $26.7M | $0 | $26.7M | 10 | -- |
| Mar 2011 | $26.7M | $0 | $26.7M | 10 | -- |
DateJan 2018
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees3
Clients33
DateNov 2017
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees3
Clients33
DateNov 2017
Total AUM$27M
Discretionary$0
Non-Disc.$27M
Employees3
Clients33
DateJun 2017
Total AUM$76.2M
Discretionary$0
Non-Disc.$76.2M
Employees3
Clients26
DateMar 2017
Total AUM$76.2M
Discretionary$0
Non-Disc.$76.2M
Employees3
Clients26
DateJan 2017
Total AUM$63M
Discretionary$0
Non-Disc.$63M
Employees3
Clients26
DateMar 2016
Total AUM$63M
Discretionary$0
Non-Disc.$63M
Employees3
Clients26
DateJul 2015
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees3
Clients26
DateMay 2015
Total AUM$73M
Discretionary$0
Non-Disc.$73M
Employees3
Clients26
DateApr 2014
Total AUM$73M
Discretionary$0
Non-Disc.$73M
Employees4
Clients26
DateApr 2013
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees4
Clients26
DateJul 2011
Total AUM$75M
Discretionary$0
Non-Disc.$75M
Employees5
Clients--
DateMar 2011
Total AUM$26.7M
Discretionary$0
Non-Disc.$26.7M
Employees10
Clients--
DateMar 2011
Total AUM$26.7M
Discretionary$0
Non-Disc.$26.7M
Employees10
Clients--