Mouly Financial Management, INC.

Assets Under Management

$22.1M

Number of Clients

29

Number of Advisors

1

Average Client AUM

$762K

AUM per Advisor

$22.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Mouly Financial Management, Inc. is led by Eileen L. Mouly, offering advisory services. She is also a registered representative with Supreme Alliance LLC, a Broker/Dealer, and licensed with various insurance companies. Additionally, she provides accounting services, primarily tax services, as a Certified Public Accountant.

Fee Structure

Eileen L. Mouly receives separate compensation as a registered representative with Supreme Alliance LLC, a Broker/Dealer, including service fees from the sale of mutual funds. She also receives customary compensation for implementing insurance product transactions. As a Certified Public Accountant, she receives fees for providing accounting services, primarily tax services.

Areas of Practice
Tax PlanningInvestment Management
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Location

12401 Orange Drive, Suite 223, Davie, FL, 33330

1 Advisors at this firm