ThemoneymD.com, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288761
- Registered since
- September 5, 2017
- Website
- www.themoneymd.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals65.14%
- HNWI34.86%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
ThemoneymD.com, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm is owned by an individual and focuses on serving individual and family clients through fee-based advisory relationships charged as a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and the selection of outside managers; it also operates as an insurance broker and maintains an industry affiliation with an insurance company. ThemoneymD.com identifies itself as a capital allocator but does not describe ESG investing activity and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds50%
Owners & executives
1 of 1
Richard Groff
CEOCRD 2063024
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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