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 $141,133,143 assets under management, offering retirement planning & investment advisory services to 285 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121217
SEC#	801-120450
Assets Managed by Firm	$141,133,143
No. of Clients	285
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	285	$141,133,143
Individuals (other than high net worth individuals)	86	$24,004,288
High net worth individuals	43	$117,128,855

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