SUCCESSFUL MONEY STRATEGIES INC

FALL RIVER, Massachusetts·1 registered advisor·CRD# 109829
SEC# 801-436560(508) 730-2300
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUCCESSFUL MONEY STRATEGIES INC

1 registered advisor
Dennis Jude O'keefe
FALL RIVER, Massachusetts
05

Office Locations

FALL RIVER, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. SUCCESSFUL MONEY STRATEGIES INC (CRD# 109829) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.