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Money Management Services Inc.

Headquartered in BIRMINGHAM, AL

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Firm Information

Money Management Services Inc. is an investment advisor registered with the SEC. The firm is headquartered in Birmingham, AL and has 5 employees. They manage approximately $389 million in assets for 1,304 clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm provides investment consulting, financial planning, educational seminars, and selection of other advisors. They also offer portfolio management for businesses and individuals.

Money Management Services Inc.

3410 INDEPENDENCE DRIVE

BIRMINGHAM, AL 35209-5604

$389.23M

Assets Under Management

35

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MONEY MANAGEMENT SERVICES INC. has a total of 1 branch locations across the country.
location

BIRMINGHAM, AL

Advisors at Money Management Services Inc.

View All 4 Advisors
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David Alan Wiggins

RA

BIRMINGHAM, AL

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Andrew Donald Rice

RA

BIRMINGHAM, AL

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Donald Ray Rice

CFP®, RA

BIRMINGHAM, AL

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Audrea Rice Robbins

RA

BIRMINGHAM, AL

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Disclosures

There are no public disclosures for Money Management Services Inc..

Frequently Asked Questions (9)

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