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MONEY MANAGEMENT SERVICES INC

BIRMINGHAM, AL · CRD 106832 · IAPD ↗ · mmsfamily.com · 205-871-7526

$442.7MRegulatory AUM
7Advisory reps
12Employees
10Clients
More than 500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — MONEY MANAGEMENT SERVICES INC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
April 2026 — MONEY MANAGEMENT SERVICES INC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
March 2025 — MONEY MANAGEMENT SERVICES INC changed its website from moneymanagementservice.com to mmsfamily.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.