Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > boynton beach > MATERETSKY FINANCIAL GROUP
MATERETSKY FINANCIAL GROUP
2240 Woolbright Road
Suite 354
Boynton Beach, Florida 33426
Tel: 561-735-9227
About MATERETSKY FINANCIAL GROUP
MATERETSKY FINANCIAL GROUP, formally registered with the SEC as MATERETSKY FINANCIAL GROUP. The firm was established in 04/13/2018. They have over 3 offices throughout the country.
MATERETSKY FINANCIAL GROUP is a Boynton Beach, Florida based Financial Planning firm with nearly $523,519,976 assets under management, offering retirement planning & investment advisory services to 1920 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292353 |
| SEC# | 801-112829 |
| Assets Managed by Firm | $523,519,976 |
| No. of Clients | 1920 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1920 | $523,519,976 |
| Individuals (other than high net worth individuals) | 222 | $128,064,982 |
| High net worth individuals | 378 | $382,935,019 |
| Pension and profit sharing plans | 22 | $4,534,437 |
| Charitable organizations | Fewer than 5 clients | $1,043,789 |
| Corporations or other businesses | 7 | $6,941,749 |
More Retirement Planning firms in Boynton Beach, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Boynton Beach, Florida