Money Managers Inc (San Antonio)

Money Managers Inc is an adviser based in San Antonio. It manages $76.73 million of regulatory assets for 304 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Money Managers provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, market timing services, educational seminars and workshops, and trusts/estates/charitableorgs. It prepares financial plans for more than 250 clients. On top of advisory services, the firm also engages as financial planner and consultant, insurance.

Money Managers: assets under management

The assets under management (AUM) of Money Managers Inc is $76.73 million. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Money Managers Inc for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Money Managers Inc

Money Managers Inc is owned by Teresa Jensenwhite. Carol Ann Cecelia Backlund has been acting as President since 1 Jun 1984. Janet Schroeder Smith joined the executive team most recently as the Chief Compliance Officer/ /Vice President/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Morgan Regan	Portfolio manager	1 Dec 1978	25% - 50%	4390360
Teresa Jensenwhite	President/owner	1 May 1981	75% - 100%	1321876
Teresa Jensen White	President/owner	1 May 1981	75% - 100%	1321876
Carol Ann Cecelia Backlund	Secretary/treasurer/director	1 Jun 1984	Other	4390352
Carl Keegan Luxem	Vice president/director	1 May 1988	Other	4390362
Michael Gary Hofkin	Chairman/president	1 Feb 1992	50% - 75%	247968
Michael Gary Hofkin	Chairman/president	1 Oct 2000	50% - 75%	247968
James Thomas Garrett	Vice president	1 Feb 2006	Other	3137264
Carl Keegan Luxem	Vice president/director	1 Dec 2006	Other	4390362
Teresa Jensen White	Ceo, chief compliance officer	1 Dec 2009	75% - 100%	1321876
Randall James Reinagel	President	1 Dec 2009	Other	2665662
Joseph Bedford James	Vice president	1 Dec 2009	Other	2388494
Janet Schroeder Smith	Chief compliance officer/ /vice president/secretary	1 Jun 2010	Other	5813338

Based in San Antonio

The principal office where Money Managers Inc performs its advisory services is located at 7800 West Interstate 10, San Antonio, TX 78230 4734, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.