Money Management Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 10, 2026, reports $443M in regulatory assets under management, 12 employees, and 1,377 accounts.
Assets Under Management
$443M
Employees
12
Offices
--
Total Clients
522
Primary office
BIRMINGHAM, AL
3410 INDEPENDENCE DRIVE, BIRMINGHAM, AL, United States
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
368
2
HNWI
29.3%
153
3
Pension Plans
0.2%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$443Mas of March 10, 2026
Discretionary96.2%
$426M
96% of total RAUM96.2%
Non-discretionary3.8%
$17M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$443M
Total Accounts1,377
10Y AUM Change+$242M (+120.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee44:1
10Y Employee Change+5 (+71.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.