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David Joseph Ungaro

THE MONEY MEN, INC.·AMHERST, New York
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4043 MAPLE ROAD, SUITE 210 A, AMHERST, NY 14226CRD# 2057015Firm CRD# 285103
01

About

David Joseph Ungaro is a registered financial advisor based in AMHERST, New York, affiliated with THE MONEY MEN, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
THE MONEY MEN, INC.
SOVEREIGN ASSET MANAGEMENT
AUM
$125M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at THE MONEY MEN, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2057015
Firm CRD# 285103
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Joseph Ungaro offer?
David Joseph Ungaro specializes in Investment Management, Fee-Only Advisory. Contact their office in AMHERST, New York for a consultation.
What are David Joseph Ungaro's credentials?
David Joseph Ungaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Joseph Ungaro located?
David Joseph Ungaro is based in AMHERST, New York, working with THE MONEY MEN, INC.. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does David Joseph Ungaro charge for services?
David Joseph Ungaro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MONEY MEN, INC.?
THE MONEY MEN, INC. has approximately 2 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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