PPrivate Fund Data Log in Join · $37/mo

The Money Men, Inc.

● SEC registered since 2018CRD 285103SEC# 801-112498Amherst, NY
Export (members)
Reg. AUM
$150.6M
Employees
2
Accounts
683
Location
Amherst, NY

The Money Men, Inc. assets under management

The Money Men, Inc. is a registered investment adviser overseen by the SEC based in Amherst, NY. The firm has been registered since 2018. It reports $150.6 million in regulatory assets under management and employs 2 people.

The Money Men, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Joseph Ungaro ControlCo-President, Chief Compliance Officer50-75%2010
Kenneth William Wolf ControlCo-President50-75%2010

Frequently asked questions

How much does The Money Men, Inc. manage?

The Money Men, Inc. reports $150.6 million in regulatory assets under management on its Form ADV.

How many employees does The Money Men, Inc. have?

The Money Men, Inc. reports 2 employees.

Where is The Money Men, Inc. located?

The Money Men, Inc. is based in Amherst, NY and has been SEC-registered since 2018.

Does The Money Men, Inc. disclose fund performance?

The Money Men, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4043 Maple Road, Suite 210 a, Amherst, NY 14226
Phone(716) 768-1463
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150.6M
Non-discretionary$0
Total (RAUM)$150.6M