Frequently Asked Questions
Why Hire a DMM?
A DMM works to help give you peace-of-mind, worry less, and more time to focus on other things in your life.
Additionally, it can be quite expensive to hire a Certified Public Accountant (CPA) or Attorney to perform your daily money matters, since it will require regular management rather than periodic reviews.
DMMs handle these types of day-to-day money matters and other administrative tasks at a much lower rate & are able to do it on a regular basis.
Years of Operation?
S33 Management LLC has been in operation since October 2020, but I have been in financial services professionally for over 15 years. In that time, I have spent many years managing, privately, personal financial matters for family/friends before deciding to turn it into a business.