9AT: MAGNIFYMONEY ADVISOR

MAGNIFYMONEY ADVISOR

other names

MAGNIFYMONEY ADVISOR
LTIM, LLC
MAGNIFYMONEY

Adviser Profile

Registration status

Terminated

As of Date	10/15/2023
ADV Location	CHARLOTTE, NC, United States
Adviser Type - Multi-state adviser
Number of Employees	3
of those in investment advisory functions	2

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	704 xxxxxxx
Websites

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

1 1 1 1

2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

MMA is a Delaware limited liability company that was formed in 2020 with its principal place of business in Charlotte, NC. MMA is an indirect subsidiary of LendingTree, Inc. (NASDAQ: TREE). MMA’s advisory service is limited to recommending to Clients, unaffiliated, third party, investment managers (“Managers”) that MMA believes can assist them in accomplishing their investment objectives. The advisory service is provided through MMA’s Recommended Manager Platform (“Platform”) that recommends to Clients a list of Managers who have agreed to participate in the Platform. The Managers MMA recommends depends on the type of Managers who participate in the Program and may include large national firms, small regional firms, and in some cases local firms with offices in only one or two locations. Certain Managers are internet-based investment advisers known as robo-advisers. MMA's recommendations are provided through dedicated pages (“the MMA Portal”) within LendingTree's MagnifyMoney website. MagnifyMoney is an online platform maintained by LendingTree, LLC (a subsidiary of LendingTree, Inc.) that provides a suite of informative financial resources to help consumers navigate many of the individual offerings that exist in the financial marketplace today. When visitors to MagnifyMoney navigate to the MMA Portal, they can proceed by answering a series of questions (“Questionnaire”). The Client’s specific responses to the Questionnaire result in the creation of a unique profile (“Client Profile”)

that provides MMA with a basic understanding of a Client’s investment objective based on the Client’s financial situation, primary financial goal, risk tolerance, and investment horizon. The recommendation (or matching) of Managers to a Client occurs via MMA’s proprietary, logic-based technology, that after first verifying certain Client information, evaluates a Client Profile and shows on-screen, a list of recommended Managers or individuals who are Individual Investment Advisers (“IARs”) employed by and under the supervision of a Manager that MMA believes can assist the Client achieve their investment objective. Clients will be contacted by those Managers or IARs recommended by MMA. When certain Client information cannot be verified, the Client will not be shown a list of recommended Managers. However, non-verified Clients may be subsequently contacted by Managers and/or IARs who have indicated they will accept non-verified Clients. MMA does not provide any ongoing or continuous advisory services and has no ongoing or future obligation to Clients once a Manager or IAR has been recommended. MMA only provides the advisory services described above and does not otherwise tailor its advisory 5 | P a g e services to any additional needs of a Client. Further, MMA does not recommend specific securities, strategies, or programs offered by Managers. Managers and/or IARs do not have to meet a specific investment performance requirement or have any specific qualifications.