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Building 2THE MONITOR GROUP, INC.

Map pinMARTINEZ, GA
Phone706-854-8040
NotebookSEC #801-121908
Total AUM
$167.2M
Employees
3
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
534 BLACKBURN DRIVE
MARTINEZ
GA 30907
United States
Operating Hours
MON-THURS 9 AM-5 PM; FRI 9 AM-3 PM
Monday - Friday
Phone
706-854-8040

ReceiptFinancials

Total AUM
$167.2M
Accounts
654
Discretionary
$165.8M
Accounts
647
Non-Discretionary
$1.5M
Accounts
7

ContactClients

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Individual Clients
113
AUM
$32.3M
HNW Individual Clients
61
AUM
$134.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGASCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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