Money Manager Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Money Manager Inc. is a small, SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management to individuals, trusts, estates, businesses, and retirement plans. The firm advises on equities, fixed income, mutual funds, ETFs, options, and alternative investments and manages client accounts with customized allocations based on objectives, risk tolerance, time horizon, and liquidity needs.
The firm’s investment process combines fundamental and technical analysis and may use both long- and short-term trading, margin, and options strategies as appropriate to client objectives; portfolios are reviewed at least quarterly and rebalanced as needed. Money Manager also recommends third‑party money managers and alternative investment offerings, and it monitors those managers and products on an ongoing basis while disclosing that it may receive compensation from TPMMs and sponsors.
Notable operational features disclosed in the brochure include that certain advisory personnel are also registered representatives with Emerson Equity LLC and may receive commissions for alternative investments, the firm participates in the Pershing institutional program, and it has received marketing allowances from named product sponsors. The firm also accepts Standing Letters of Authorization for third‑party wire transfers (with custody implications) and distinguishes between alternative investments eligible for asset‑based advisory fees and those designated as Administrative‑Only assets.
Client services
Expertise
Fee options
0.30% to 2.50% per year (tiered by account size, exact tiers not specified)
Advisers who are registered representatives receive commissions on sales of alternative investments through Emerson Equity LLC, separate from advisory fees
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000, which may be waived at the firm's discretion
Main office
Wellington FL
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Daniel P
Series 63, Series 66
Wellington, FL
Money Manager Inc.
Daniel Pikula is a financial advisor with Money Manager Inc. in Wellington, FL, holding Series 63 and Series 66 licenses and 29 years of industry experience. His work history includes roles at Emerson Equity LLC, Revere Securities LLC, and Florida Investment Exchange. Outside of advisory services, he is involved in real estate finance as a managing member of WSU Pullman, LLC. Money Manager Inc. is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management to individuals, trusts, estates, businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis with customized allocations and employs a variety of trading strategies tailored to client objectives.
Frederick J
Series 63, Series 65
Wellington, FL
Money Manager Inc.
Frederick Joyce, Jr. is a financial advisor at Money Manager Inc. with 41 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Emerson Equity LLC, ACA Global, Managed Account Services, and Independent Portfolio Consultants. Outside of advising, he is managing member of Safe Harbour Consulting Services LLC, providing business development consulting. Money Manager Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary portfolio management. The firm uses a combination of fundamental and technical analysis and may employ long- and short-term trading, margin, and options strategies tailored to client objectives.
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