Wolf Money Management, Inc.
Wolf Money Management, Inc. (CRD# 113030) is a financial advisory firm headquartered in Ronkonkoma, NY. They manage $33,300,000 in 196 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts196ACCOUNTS
Average Account Value$169,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Steven Wolf (CRD# 2231584) is an Investment Advisor Representative working at Wolf Money Management, Inc. in Ronkonkoma, NY and has over 25 years of experience in the finance industry. Steven Wolf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.