MONEY CONCEPTS ADVISORY SERVICE

11440 Jog Road
Palm Beach Gardens, Florida 33418
Tel: 561-472-2000

About MONEY CONCEPTS ADVISORY SERVICE

MONEY CONCEPTS ADVISORY SERVICE, formally registered with the SEC as MONEY CONCEPTS ADVISORY SERVICE. The firm was established in 10/07/1991. They have over 25 offices throughout the country.

MONEY CONCEPTS ADVISORY SERVICE is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $2,904,017,021 assets under management, offering retirement planning & investment advisory services to 14363 clients. The firm is staffed with 407 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	12963
SEC#	801-39736
Assets Managed by Firm	$2,904,017,021
No. of Clients	14363
No. of Advisors	407

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (GENERAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	14363	$2,904,017,021
Individuals (other than high net worth individuals)	13834	$2,229,784,630
High net worth individuals	366	$624,374,877
Pension and profit sharing plans	136	$25,632,763
Charitable organizations	33	$8,687,075
Corporations or other businesses	24	$15,537,676

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