MONEY MANAGEMENT SERVICES, INC.
B51
CRD 106832·SEC 801-42500·BIRMINGHAM, AL
AUM
$442.7M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $234.3M
'21 · $260.0M
'22 · $340.1M
'23 · $340.1M
'25 · $389.2M
'26 · $442.7M
'20'26
$234.3M → $442.7M▲ +89%
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 7 advisors
'20'26
3 advisors → 7 advisors▲ +133%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.