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SUCCESSFUL MONEY STRATEGIES INC
CRD 109829 · SEC 801-43656
10 NORTH MAIN STREET, FALL RIVER, MA, 02720, United States
Phone
(508) 730-2300
Fax
(508) 730-1135
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.1M
Discretionary AUM
$227.1M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $89.2M |
| High net worth individuals | 72 | $137.9M |
States served
MA, NY, RI, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD