MONEY MANAGERS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $146.6M |
| Discretionary | $97.3M66% of AUM |
| Non-Discretionary | $49.3M |
| Client Accounts | 602 |
| Avg Account Size | $244K |
| Employees | 5 |
| Peak AUM | $146.6MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $147M | +19.0% | — | — | |
| Discretionary AUM | $97M | ||||
Key Metrics
| Total AUM | $146.6M |
| Discretionary | $97.3M |
| Employees | 5 |
| Client Accounts | 602 |
| Client Range | 0 |
Contact & Location
Address
15303 HUEBNER RD.
SAN ANTONIO TX 78248
Phone
(210)349-9494
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$97M
66.4% of AUM
Non-Discretionary
$49M
33.6% of AUM
Disc. mix ▼ 33.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported