Proactive Money Management Inc is an adviser based in Dardenne Prairie. It manages $22.33 million of regulatory assets for 409 client accounts. It has been registered with the SEC as an adviser since 2001.
Proactive Money Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Proactive Money Management Inc is $22.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Proactive Money Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tonjua Grace Donnelly has been acting as President since 1 Jul 1997. Jeffrey John Unterreiner joined the executive team most recently as the Shareholder.
The principal office where Proactive Money Management Inc performs its advisory services is located at 1426 Feise Rd., Dardenne Prairie, MO 63368, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 636-561-0100 or by fax 636-561-0101. The normal business hours are 7:30 a.m.- 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at proactive-inc.com.