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How to Join

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:

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.

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.
 

STEP ONE

Print, fill out and submit our standard Membership Application form linked below.
 

STEP TWO

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.

STEP THREE

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

FORMS YOU NEED TO BECOME A MEMBER

174 Crestview Drive . Bellefonte, PA 16823-8516
 Phone: 877-326-5991 . Fax: 814-355-2452  . Email: info@aadmm.com