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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Money Men Inc
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|---|---|
| CRD # | 285103 |
| SEC # | 801-112498 |
| CIK # | |
| AUM | $150.6 M (2025-03-10) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 716-768-1463 |
| Address | 4043 Maple Road, Suite 210 A Amherst, NY 14226 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 88.1 |
| (b) Individuals (high net worth individuals) | 61 | 62.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 683 | 150.6 |
| By Discretionary | ||
| Discretionary | 683 | 150.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 683 | 150.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.6 | |
| Total | 683 | 150.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Granada Wealth Management LLC
✚
|
NC | 0.2 |
|
Strategic Financial Management LLC
✚
|
0.2 | |
|
Paladin Wealth LLC
✚
|
MN | 0.2 |
|
CTA Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Hawkins Investment Counsel LLC
✚
|
0.2 | |
|
Rochester Wealth Strategies LLC
✚
|
MI | 0.2 |
|
Silicon Private Wealth LLC
✚
|
0.2 | |
|
Prestige Wealth Services Group Inc
✚
|
NJ | 0.2 |
|
Adare Asset Management LLC
✚
|
PA | 0.2 |
|
Stronghold Wealth Management LLC
✚
|
FL | 0.2 |