Proactive Money Management Inc (Dardenne Prairie)

Name: Proactive Money Management Inc
Address: 1426 Feise Rd., Dardenne Prairie, MO, 63368
Telephone: 636-561-0100

Proactive Money Management Inc is an adviser based in Dardenne Prairie. It manages $22.33 million of regulatory assets for 409 client accounts. It has been registered with the SEC as an adviser since 2001.

Proactive Money Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Proactive Money Management: assets under management

The assets under management (AUM) of Proactive Money Management Inc is $22.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.6 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Proactive Money Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Proactive Money Management Inc

Tonjua Grace Donnelly has been acting as President since 1 Jul 1997. Jeffrey John Unterreiner joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Security Research Associates	Corporation	1 Jul 1997	75% - 100%	43-1149205
Jeffrey John Unterreiner	Chief executive officer, chief financial officer, chief operations officer, chief compliance officer, director, chief legal o.	1 Jul 1997	Other	1714682
Caspar Martin Unterreiner	Vice-president, director	1 Jul 1997	Other	451745
Tonjua Grace Donnelly	Director	1 Jul 1997	Other	2537648
Jeffrey John Unterreiner	Cco, director, president, advisory representative	1 Jul 2005	50% - 75%	1714682
Tonjua Grace Donnelly	Secretary, treasurer	1 Jul 2005	Other	2537648

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jan Buxton Unterreiner	Shareholder	1 Jul 1997	25% - 50%	451746
Caspar Martin Unterreiner	Shareholder	1 Jun 2005	Other	451745
Jeffrey John Unterreiner	Shareholder	1 Aug 2005	50% - 75%	1714682

Based in Dardenne Prairie

The principal office where Proactive Money Management Inc performs its advisory services is located at 1426 Feise Rd., Dardenne Prairie, MO 63368, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 636-561-0100 or by fax 636-561-0101. The normal business hours are 7:30 a.m.- 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at proactive-inc.com.