WOLF MONEY MANAGEMENT, INC.

RONKONKOMA, New York·2 registered advisors·CRD# 113030
SEC# 801-789023631-224-4005
01

Firm Overview

AUM
$50M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WOLF MONEY MANAGEMENT, INC.

2 registered advisors
Paul Brian Wolf
RONKONKOMA, New York
Steven Andrew Wolf
RONKONKOMA, New York
05

Office Locations

RONKONKOMA, New York
2 advisors

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Data sourced from SEC Form ADV filings. WOLF MONEY MANAGEMENT, INC. (CRD# 113030) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.