Mouly Financial Management, Inc.
Mouly Financial Management, Inc. (CRD# 141809) is a financial advisory firm headquartered in Davie, FL. They manage $19,700,000 in 28 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Mouly Financial Management, Inc.
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts28ACCOUNTS
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Average Account Value$703,571
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Mouly Financial Management, Inc.
1
Eileen Mouly (CRD# 1439064) is an Investment Advisor Representative working at Mouly Financial Management, Inc. in Davie, FL and has over 38 years of experience in the finance industry.
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