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THE MONEY MEN, INC.
THE MONEY MEN, INC.
SOVEREIGN ASSET MANAGEMENT
AMHERST, New York
·
2 registered advisors
·
CRD# 285103
SEC# 801-112498
0
(716) 768-1463
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at THE MONEY MEN, INC.
2 registered advisors
David Joseph Ungaro
AMHERST, New York
CRD# 2057015
Kenneth William Wolf
AMHERST, New York
CRD# 1879299
05
Office Locations
AMHERST, New York
2 advisors
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Data sourced from SEC Form ADV filings. THE MONEY MEN, INC. (CRD# 285103) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.