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Building 2MONETARY SOLUTIONS, LTD.

Map pinDAYTON, OH
Phone937-297-1140
NotebookSEC #801-120450
Total AUM
$139.7M
Employees
1
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3066 KETTERING BLVD
DAYTON
OH 45439
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
937-297-1140

ReceiptFinancials

Total AUM
$139.7M
Accounts
278
Discretionary
$139.7M
Accounts
278
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$29M
HNW Individual Clients
38
AUM
$108.1M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OHTX

HandshakeAffiliates

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

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