MONEY MANAGEMENT FINANCIAL SERVICES LLC
Legal name: BLUEFIN FINANCIAL
CRD #288375 SEC #801-112245 MOORESTOWN, NJ (856) 795-9998
SEC Registered
Total AUM
$259.4M
Discretionary
$239M
Employees
4
Clients
0
Accounts
677
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $259.4M | $239M | $20.4M | 4 | 0 |
| Mar 2025 | $259.4M | $239M | $20.4M | 4 | 0 |
| Mar 2024 | $231.6M | $219.6M | $12M | 4 | 0 |
| Feb 2024 | $207.6M | $192M | $15.6M | 4 | 0 |
| Feb 2024 | $207.6M | $192M | $15.6M | 4 | 0 |
| Nov 2023 | $207.6M | $192M | $15.6M | 4 | 0 |
| Oct 2023 | $207.6M | $192M | $15.6M | 4 | 0 |
| Mar 2023 | $207.6M | $192M | $15.6M | 4 | 0 |
| Dec 2022 | $239.7M | $221.6M | $18.1M | 4 | 0 |
| Dec 2022 | $239.7M | $221.6M | $18.1M | 4 | 0 |
| Oct 2022 | $239.7M | $221.6M | $18.1M | 4 | 0 |
| Mar 2022 | $239.7M | $221.6M | $18.1M | 4 | 0 |
| Apr 2021 | $178.6M | $162.5M | $16M | 4 | 0 |
| Mar 2021 | $178.6M | $162.5M | $16M | 4 | 0 |
| Jun 2020 | $169.3M | $154.9M | $14.4M | 4 | 0 |
| Mar 2020 | $169.3M | $154.9M | $14.4M | 4 | 0 |
| Apr 2019 | $143.3M | $135.7M | $7.7M | 4 | 0 |
| Mar 2019 | $143.3M | $135.7M | $7.7M | 4 | 0 |
| Mar 2019 | $138.7M | $127.9M | $10.8M | 4 | 278 |
| Apr 2018 | $138.7M | $127.9M | $10.8M | 4 | 278 |
| Apr 2018 | $138.7M | $127.9M | $10.8M | 4 | 278 |
| Mar 2018 | $138.7M | $127.9M | $10.8M | 4 | 278 |
| Mar 2018 | $105.1M | $102M | $3.1M | 4 | 12 |
| Dec 2017 | $105.1M | $102M | $3.1M | 4 | 12 |
| Dec 2017 | $105.1M | $102M | $3.1M | 4 | 12 |
| Dec 2017 | $105.1M | $102M | $3.1M | 4 | 12 |
DateSep 2025
Total AUM$259.4M
Discretionary$239M
Non-Disc.$20.4M
Employees4
Clients0
DateMar 2025
Total AUM$259.4M
Discretionary$239M
Non-Disc.$20.4M
Employees4
Clients0
DateMar 2024
Total AUM$231.6M
Discretionary$219.6M
Non-Disc.$12M
Employees4
Clients0
DateFeb 2024
Total AUM$207.6M
Discretionary$192M
Non-Disc.$15.6M
Employees4
Clients0
DateFeb 2024
Total AUM$207.6M
Discretionary$192M
Non-Disc.$15.6M
Employees4
Clients0
DateNov 2023
Total AUM$207.6M
Discretionary$192M
Non-Disc.$15.6M
Employees4
Clients0
DateOct 2023
Total AUM$207.6M
Discretionary$192M
Non-Disc.$15.6M
Employees4
Clients0
DateMar 2023
Total AUM$207.6M
Discretionary$192M
Non-Disc.$15.6M
Employees4
Clients0
DateDec 2022
Total AUM$239.7M
Discretionary$221.6M
Non-Disc.$18.1M
Employees4
Clients0
DateDec 2022
Total AUM$239.7M
Discretionary$221.6M
Non-Disc.$18.1M
Employees4
Clients0
DateOct 2022
Total AUM$239.7M
Discretionary$221.6M
Non-Disc.$18.1M
Employees4
Clients0
DateMar 2022
Total AUM$239.7M
Discretionary$221.6M
Non-Disc.$18.1M
Employees4
Clients0
DateApr 2021
Total AUM$178.6M
Discretionary$162.5M
Non-Disc.$16M
Employees4
Clients0
DateMar 2021
Total AUM$178.6M
Discretionary$162.5M
Non-Disc.$16M
Employees4
Clients0
DateJun 2020
Total AUM$169.3M
Discretionary$154.9M
Non-Disc.$14.4M
Employees4
Clients0
DateMar 2020
Total AUM$169.3M
Discretionary$154.9M
Non-Disc.$14.4M
Employees4
Clients0
DateApr 2019
Total AUM$143.3M
Discretionary$135.7M
Non-Disc.$7.7M
Employees4
Clients0
DateMar 2019
Total AUM$143.3M
Discretionary$135.7M
Non-Disc.$7.7M
Employees4
Clients0
DateMar 2019
Total AUM$138.7M
Discretionary$127.9M
Non-Disc.$10.8M
Employees4
Clients278
DateApr 2018
Total AUM$138.7M
Discretionary$127.9M
Non-Disc.$10.8M
Employees4
Clients278
DateApr 2018
Total AUM$138.7M
Discretionary$127.9M
Non-Disc.$10.8M
Employees4
Clients278
DateMar 2018
Total AUM$138.7M
Discretionary$127.9M
Non-Disc.$10.8M
Employees4
Clients278
DateMar 2018
Total AUM$105.1M
Discretionary$102M
Non-Disc.$3.1M
Employees4
Clients12
DateDec 2017
Total AUM$105.1M
Discretionary$102M
Non-Disc.$3.1M
Employees4
Clients12
DateDec 2017
Total AUM$105.1M
Discretionary$102M
Non-Disc.$3.1M
Employees4
Clients12
DateDec 2017
Total AUM$105.1M
Discretionary$102M
Non-Disc.$3.1M
Employees4
Clients12