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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