My Money Mgr

My Money Mgr (CRD# 325395) is a financial advisory firm headquartered in Irvine, CA. They manage $5,000,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2102 Business Ctr Dr, Suite 130, Irvine, CA 92612
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $294,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at My Money Mgr
Showing 1 - 1 of 1 top financial advisors.
1
Randall Kimmel, financial advisor Newport Beach CA
Randall B. Kimmel
CRD#: 2171708
Newport Beach, CA

Randall Kimmel (CRD# 2171708) is an Investment Advisor Representative working at My Money Mgr in Newport Beach, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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