HD MONEY, INC.
CRD #167623 SEC #801-125764 SARASOTA, FL 941-925-2121
SEC Registered
Total AUM
$294M
Discretionary
$294M
Employees
10
Clients
--
Accounts
960
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $294M | $294M | $0 | 10 | 0 |
| Jul 2025 | $294M | $294M | $0 | 10 | 0 |
| Mar 2025 | $294M | $294M | $0 | 10 | 0 |
| Dec 2024 | $225.9M | $225.9M | $0 | 10 | 0 |
| Mar 2024 | $225.9M | $225.9M | $0 | 10 | 0 |
| Sep 2023 | $160M | $160M | $0 | 8 | 0 |
| Jul 2023 | $160M | $160M | $0 | 8 | 0 |
| Mar 2023 | $160M | $160M | $0 | 8 | 0 |
| Feb 2023 | $160M | $160M | $0 | 8 | 0 |
| Nov 2022 | $154.1M | $154.1M | $0 | 12 | 0 |
| Jul 2022 | $154.1M | $154.1M | $0 | 12 | 0 |
| Jun 2022 | $154.1M | $154.1M | $0 | 12 | 0 |
| May 2022 | $249M | $249M | $0 | 12 | 0 |
| Apr 2022 | $249M | $249M | $0 | 12 | 0 |
DateJul 2025
Total AUM$294M
Discretionary$294M
Non-Disc.$0
Employees10
Clients0
DateJul 2025
Total AUM$294M
Discretionary$294M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$294M
Discretionary$294M
Non-Disc.$0
Employees10
Clients0
DateDec 2024
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$225.9M
Discretionary$225.9M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees8
Clients0
DateFeb 2023
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees12
Clients0
DateJul 2022
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees12
Clients0
DateJun 2022
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees12
Clients0
DateMay 2022
Total AUM$249M
Discretionary$249M
Non-Disc.$0
Employees12
Clients0
DateApr 2022
Total AUM$249M
Discretionary$249M
Non-Disc.$0
Employees12
Clients0