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 ACTIVE:
This category is for
individual paid practitioners who provide daily money
management services and for those who are planning to
become daily money managers. Active members may hold
office and have voting rights. Active members are
included on our Website reference list along with a hot
link to their own website. Membership fee: $175/
discounted to $300 if two years are paid at one time.
AGENCY/BUSINESS:
This membership level is
for businesses or other organizations that provide daily
money management services. One individual must be
designated as the principal contact and voting member,
but a total of 3 individuals working within that
organization may be included on the AADMM reference
listings and have access to all member benefits.
Membership fee: $325/discounted to $600 if two years are
paid at one time. For Agency/or Business memberships,
additional members (beyond the three included in the
initial membership) may join AADMM for a fee of $100 per
member. Contact information for each individual, as well
as the notarized copy of the Code of Ethics, must be
submitted.
AFFILIATE MEMBERS:
Affiliate members are
individuals or businesses who do not provide daily money
management services, but have interest in industry
related issues. This would include retired daily money
managers and those in services that work closely with
the profession. This membership category has no voting
rights, but receives all other member benefits.
Membership fee: $175/discounted to $300 if two years are
paid at one time.
Print, fill out and submit
our standard Membership Application form linked below.
Applicants for Active or
Agency/Business membership should print our Code of
Ethics form linked below, review and sign it with a
notarized signature. Keep a copy for your own records.
Include that signed form with your Membership
Application.
After filling your
membership application form, please submit with the
notarized copy of the Code of Ethics as follows:
Via FAX:
814-355-2452
Via Postal Mail to:
AADMM Records Office
174 Crestview Drive
Bellefonte, PA 16823
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