Money Strategies Inc is an adviser based in Melbourne. It manages $35 million of regulatory assets for 173 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Texas.
Money Strategies provides portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Money Strategies Inc is $35 million. The firm's AUM has gone down by -68% 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 Money Strategies Inc for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Alexander Farrish has been acting as President since 1 Jun 1990. Sherman Eugene Reeves joined the executive team most recently as the Vice President.
The principal office where Money Strategies Inc performs its advisory services is located at 2101 South Waverly Place, Melbourne, FL 32901, 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 321-723-0101 or by fax 321-255-5992. The normal business hours are 8:30am to 5:00pm on Monday - Friday.