Money Management Services

Finance · Alabama, United States · 11-50 Employees

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Overview

Headquarters

2100 Southbridge Pkwy Ste 375, Birmingha...

Phone Number

(205) 871-7526

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Money Management Services

Money Management Services is an independent fee-only registered investment advisory firm based in Birmingham, Alabama, providing comprehensive financial planning and wealth management advice to individuals and business owners since 1992. Their services include wealth management, investment and portfolio management, life event planning, and concierge services, all tailored to meet the unique needs of their clients. The firm prides itself on fiduciary excellence, integrity, and transparency, treating clients as part of their extended family. With a passion for managing money and caring for people, they aim to create a respectful and kind environment for their clients.Explore more
Money Management Services's Social MediaPopular SearchesMoney Management Services IncManagement Services IncMoney Management ServicesMoney Management Financial Planning Services IncBeta Money Management ServicesSIC Code 62,628NAICS Code 52,523Show more

Money Management Services Org Chart

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Andrew Rice, Vice President & Chief Financial Officer at Money Management Services
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Vice President & Chief Financial Officer

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Financial Services Associate

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Director, Operations & Secretary Treasurer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Money Management Services

<$5M
11-50
Private
-
2011
Andrew Rice, Vice President & Chief Financial Officer at Money Management Services
Andrew RiceVice President & Chief Financial Officer
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
KZ
Kenneth ZehnderLife, Health, Variable Life
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Money Management Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Money Management Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Money Management Services.

Money Management Services Tech Stack

A closer look at the technologies used by Money Management Services

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Frequently Asked Questions Regarding Money Management Services

What is Money Management Services's official website?
Money Management Services's official website is www.moneymanagementservice.com
What is Money Management Services's Revenue?
Money Management Services's revenue is <$5 Million
What is Money Management Services's SIC code?
Money Management Services's SIC: 62,628
What is Money Management Services's NAICS code?
Money Management Services's NAICS: 52,523
How many employees does Money Management Services have?
Money Management Services has 11-50 employees
What industry does Money Management Services belong to?
Money Management Services is in the industry of: Finance, Securities Trading
What is Money Management Services competition?
Money Management Services top competitors include: Ratcliff Financial Services, Fulcrum Wealth Advisors, Focus Financial Network, ABLE Wealth Management Solutions
What technology does Money Management Services use?
Some of the popular technologies that Money Management Services uses are: WordPress.org, PHP, Google Font API, DreamHost
Who is the CFO of Money Management Services?
Money Management Services's CFO is Andrew Rice
How do I contact Money Management Services?
Money Management Services contact info: Phone number: (205) 871-7526 Website: www.moneymanagementservice.com
What does Money Management Services do?

Money Management Services is an independent fee-only registered investment advisory firm based in Birmingham, Alabama, providing comprehensive financial planning and wealth management advice to individuals and business owners since 1992. Their services include wealth management, investment and portfolio management, life event planning, and concierg... e services, all tailored to meet the unique needs of their clients. The firm prides itself on fiduciary excellence, integrity, and transparency, treating clients as part of their extended family. With a passion for managing money and caring for people, they aim to create a respectful and kind environment for their clients.Read More

What are Money Management Services social media links?
Money Management Services Linkedin page Money Management Services Twitter page Money Management Services Facebook page
Is Money Management Services a public company?
Money Management Services is private company therefore does not currently have an official ticker symbol
See more information about Money Management Services

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