THE MONEY GUYS

THE MONEY GUYS is an SEC-registered investment adviser (CRD 299115). Regulatory assets under management: $17.4M.

Registration

• CRD: 299115
• Type: Registered investment adviser
• Phone: 928-642-7150
• Latest filing: 2026-02-03
• Regulatory AUM: $17.4M
• Discretionary AUM: $17.4M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299115 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search