American Association of Daily Money Managers
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The AADMM membership year runs January 1 to December 31. Membership dues are payable by January 1 of each year.

Thank you for your support of AADMM. With your membership, we look forward to strengthening our commitment to promote high standards of client services provided by members, and to supporting the growth of the Daily Money Management industry – in the number of providers, in recognition of the field, and in the quality of services provided.

Remember that your dues provide you with these significant benefits, among others:

  • Access to professional liability insurance designed specifically for DMMs at affordable rates.
  • Opportunities to exchange information about common challenges, including the Listserv which provides direct member-to-member answers to questions about practices and other issues affecting your profession.
  • Assistance in obtaining referrals through your listing on the AADMM website.
  • Availability of marketing information and materials that help you build your business.
  • Access to the AADMM “Marketing Toolbox” containing resources and material to help you promote your business and the association to the media, a complete PowerPoint presentation about AADMM and DMM services for your use when speaking with clients, potential clients and community groups.
  • Use of the Association logo on your marketing materials to signify your commitment to professionalism.
  • Access to the “Members Only” area of the AADMM website, with resources and details to help you in your business.
  • Discounted publications to help you grow your business.

For your AADMM membership, please complete the fields below and then click the submit button.

NEW MEMBERSHIP / MEMBERSHIP RENEWAL
MEMBERSHIP TYPE
ACTIVE
Membership Fee: $150
This category is for those who are engaged in the profession of daily money management services, paid or unpaid, those with interest but not yet in the practice of daily money management, and those who have retired from the profession. Active members will adhere to the Code of Ethics. Active members have one vote on matters of the Association and may serve in elected office within the Association. Active members are included on our Website reference list along with a hot link to their own websites.
AGENCY/BUSINESS
Membership Fee: $300
Two additional members are included in the membership, more members can be added at $100 each.
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 website and have access to all member benefits. 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 must be submitted and applicants in this category must agree to abide by the American Association of Daily Money Managers’ Code of Ethics in their practice.
(Note: If applying in this category, please provide contact information and signatures for additional members).
AFFILIATE
Membership Fee: $200
Affiliate members include those who provide services related to daily money management or to typical clients of the profession, and those who provide services and products to those engaged in daily money management or their clients. These members shall support the Code of Ethics, but do not have voting rights within the Association, nor may they hold elected office within the Association.
OPTIONAL DATA:
Clients Served
Check all that apply:
Other:
Services you provide:
Check all that apply:
Other (please describe):
Date Business established:
Do you carry professional Liability (also known as error and omissions) insurance?
If yes, who is the insurance carrier?
Information for an additional contact has been entered, but not added. Would you like to add it now?
    
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174 Crestview Drive . Bellefonte, PA 16823-8516
Phone: 814-357-9191 . Fax: 814-355-2452 . Email: info@aadmm.com