Money Positive
Firm details
- Headquarters
- ,
- CRD number
- 218518
- Website
- www.moneypositive.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Money Positive is an individually owned advisory firm that combines financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm reports a mix of fee arrangements including a percentage-of-AUM fee, hourly charges, and fixed-fee engagements. Money Positive identifies itself as an active ESG investor and lists an affiliation with an insurance company on its profile. It is classified as “other/unclassified” in the source data and is not recorded as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- US Government Bonds30%
- Derivatives20%
- Cash & Cash Equivalents10%
Owners & executives
2 of 2Nieves Montemayor
CFOCRD 4609348
Kelly Bethke
CEOCRD 7121686
Contacts
3 of 4
Amanda Dunn
Financial PlannerCRD 8142685
Christopher Hufana
Financial PlannerCRD 7614192
Kathryn Herrmann
Steering Committee MemberCRD 7121712
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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