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Home > Retirement Planners > georgia > martinez > THE MONITOR GROUP, INC.
THE MONITOR GROUP, INC.
534 Blackburn Drive
Martinez, Georgia 30907
Tel: 706-854-8040
About THE MONITOR GROUP, INC.
THE MONITOR GROUP, INC, formally registered with the SEC as THE MONITOR GROUP, INC. The firm was established in 07/29/2021. They have over 1 offices throughout the country.
THE MONITOR GROUP, INC. is a Martinez, Georgia based Financial Planning firm with nearly $138,481,575 assets under management, offering retirement planning & investment advisory services to 638 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126576 |
| SEC# | 801-121908 |
| Assets Managed by Firm | $138,481,575 |
| No. of Clients | 638 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 638 | $138,481,575 |
| Individuals (other than high net worth individuals) | 114 | $38,833,616 |
| High net worth individuals | 50 | $99,647,959 |
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