MONETARY SOLUTIONS, LTD.

3066 Kettering Blvd
Dayton, Ohio 45439
Tel: 937-297-1140

About MONETARY SOLUTIONS, LTD.

MONETARY SOLUTIONS, LTD, formally registered with the SEC as MONETARY SOLUTIONS, LTD. The firm was established in 03/05/2021. They have over 1 offices throughout the country.

MONETARY SOLUTIONS, LTD. is a Dayton, Ohio based Financial Planning firm with nearly $116,803,375 assets under management, offering retirement planning & investment advisory services to 137 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121217
SEC#	801-120450
Assets Managed by Firm	$116,803,375
No. of Clients	137
No. of Advisors	2

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	137	$116,803,375
Individuals (other than high net worth individuals)	130	$75,319,719
High net worth individuals	7	$41,483,656

Inquire with MONETARY SOLUTIONS, LTD.

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