The Money Men, Inc.
● SEC registered since 2018CRD 285103SEC# 801-112498Amherst, NY
Reg. AUM
$176M
Employees
2
Accounts
729
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 $176 million in regulatory assets under management and employs 2 people.
The Money Men, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Joseph Ungaro Control | Co-President, Chief Compliance Officer | 50-75% | 2010 |
| Kenneth William Wolf Control | Co-President | 50-75% | 2010 |
Frequently asked questions
How much does The Money Men, Inc. manage?
The Money Men, Inc. reports $176 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
| Address | 4043 Maple Road, Suite 210 a, Amherst, NY 14226 |
| Phone | (716) 768-1463 |
| Office hours | 9 - 5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$176Mregulatory AUM
Discretionary $176M