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MOULY FINANCIAL MANAGEMENT, INC.
CRD 141809
12401 ORANGE DRIVE, SUITE 223, DAVIE, FL, 33330, United States
Phone
954-416-1776
Fax
954-416-1775
Registration
— (—)
Source
State registered
Total AUM
$25.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $5.6M |
| High net worth individuals | 8 | $19.8M |
Official SEC filing: View on IAPD