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Becoming a member of the American Association of
Daily Money Managers is a three step process.
First you must decide at what level of membership you wish to
participate: |
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Types Of Membership,
Qualifications, And Annual Dues:
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
Membership
Application & Code of Ethics
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