|
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|
| Keyboard |
| The Money Men Inc
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|---|---|
| CRD # | 285103 |
| SEC # | 801-112498 |
| CIK # | |
| AUM | 176.0 M (2026-03-10) |
| Employees | 2 (100% Investors, 0% 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) | 285 | 94.5 |
| (b) Individuals (high net worth individuals) | 65 | 81.5 |
| (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 | 729 | 176.0 |
| By Discretionary | ||
| Discretionary | 729 | 176.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 729 | 176.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.0 | |
| Total | 729 | 176.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Collar Capital Management LLC
✚
|
WI | 176.3 M |
|
Avant Capital LLC
✚
|
LA | 176.2 M |
|
McLaughlin Asset Management Inc
✚
|
IL | 176.1 M |
|
Pacifica Wealth Advisors Inc
✚
|
176.1 M | |
|
SFI Advisors LLC
✚
|
NJ | 176.0 M |
|
Fellowship Investment Advisors LLC
✚
|
FL | 175.9 M |
|
URS Advisory LLC
✚
|
FL | 175.8 M |
|
Toptier Wealth Management
✚
|
175.7 M | |
|
Preserver Partners LLC
✚
|
TN | 175.7 M |
|
Macke Financial Advisory Group Inc
✚
|
FL | 175.7 M |