Mymoneypro Com Inc is a large advisory firm based in Sunnyvale. It manages $30.7 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Mymoneypro provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mymoneypro Com Inc is $30.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mymoneypro Com Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Glen Apker has been acting as President since 1 Jan 2000. Gene Edward Sinclair joined the executive team most recently as the V.P. Operations.
The principal office where Mymoneypro Com Inc performs its advisory services is located at 477 East Evelyn, Suite B, Sunnyvale, CA 94086, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (408)524-8000 or by fax (408)524-8877. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mymoneypro.com.