Successful Money Strategies Inc
Firm details
- Headquarters
- Fall River, Massachusetts
- CRD number
- 109829
- Registered since
- April 12, 1993
- Website
- www.successfulmoney.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.73%
- Individuals39.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Successful Money Strategies Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1993. Organized as a corporation and owned by an individual, the firm focuses on serving individual and family clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements combine a percentage-of-AUM model with some fixed-fee arrangements. The firm does not identify as an ESG investor and is not set up as a multi-state or related adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds61%
- Cash & Cash Equivalents26%
- US Government Bonds8%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fall River, MA
Bristol
Location
Fall River, MA
Headquartered in Fall River, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 10 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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