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Money Professionals, LLC (Pensacola)


Money Professionals, LLC is an adviser based in Pensacola. It manages $40.78 million of regulatory assets for 276 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida and Louisiana.

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Money Professionals provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Money Professionals: assets under management

The assets under management (AUM) of Money Professionals, LLC is $40.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $147.76 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Money Professionals, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pensacola

The principal office where Money Professionals, LLC performs its advisory services is located at 625 East Romana Street, Pensacola, FL 32502 6111, 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 850-433-5830 or by fax 850-433-5931. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.moneyprofessionals.net.


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