Advisor at Mouly Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mouly Financial Management, Inc.
Location
Davie, FL 33330
Credentials
CFP®, Series 63
Industry experience
40 years
Eileen Mouly is a CFP® with 40 years of experience in financial advisory services. She is the principal and sole advisor at Mouly Financial Management, Inc., where she has worked since 1991. Her prior experience includes roles at Singer Xenos Securities Corp and Supreme Alliance LLC. In addition to her advisory work, she is a licensed insurance agent and a certified public accountant. Mouly Financial Management provides tailored investment management and financial consulting to individuals, high net worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm emphasizes client-specific asset allocation and diversification, managing accounts primarily on a non-discretionary basis with approval required for transactions.
Based on Mouly Financial Management, Inc.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001+: Negotiable
Compensation from sales of mutual funds and insurance products (less than 50% of revenue)
$150 to $350 per hour
Account minimum: $100,000 Minimum fee: Minimum quarterly fee of $250 for accounts of $100,000
12401 Orange Drive, Suite 223
Davie, FL 33330
Florida · Texas
Supreme Alliance LLC
2019 - Present (7 years)
Singer Xenos Securities Corp
2014 - 2019 (5 years)
Mouly Financial Management Inc
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Series 65
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Series 65
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