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Building 2MATERETSKY FINANCIAL GROUP

Map pinBOYNTON BEACH, FL
Phone561-735-9227
NotebookSEC #801-112829
Total AUM
$720.8M
Employees
9
Clients
831

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2240 WOOLBRIGHT ROAD
SUITE 354
BOYNTON BEACH
FL 33426
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-735-9227
Other Offices
2

ReceiptFinancials

Total AUM
$720.8M
Accounts
2,309
Discretionary
$0
Accounts
0
Non-Discretionary
$720.8M
Accounts
2,309

ContactClients

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Individual Clients
490
AUM
$210.1M
HNW Individual Clients
328
AUM
$500.6M
Pension/Profit Sharing Plan Clients
12
AUM
$8M
Charitable Organization Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAMAMDNCNENHNJNVNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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