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 formed in 1993 and organized as a corporation. The firm serves individual and family clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM and fixed fees. The firm does not present itself as a capital allocator or pension consultant, and it is not structured as a multi-state or related adviser. ESG is not reported as an active investment focus.
Assets & Accounts
Investments & Alternatives
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%
Contacts
1 of 1DENNIS O'KEEFE
Financial PlannerCRD 2217691
Wealth 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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