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| Happy Holidays!! thanks for using AUM13F!! |
| Materetsky Financial Group Inc
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|---|---|
| CRD # | 292353 |
| SEC # | 801-112829 |
| CIK # | |
| AUM | $622.7 M (2025-07-15) |
| Employees | 8 (50% Investors, 50% Brokers) |
| Phone | 561-735-9227 |
| Address | 2240 Woolbright Road Boynton Beach, FL 33426 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 126.8 |
| (b) Individuals (high net worth individuals) | 423 | 483.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 6.1 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 769 | 622.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 769 | 622.7 |
| Total | 769 | 622.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 622.7 | |
| Total | 769 | 622.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MinichMacGregor Wealth Management LLC
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|
NY | 0.6 |
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Summit Wealth Partners LLC
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|
FL | 0.6 |
|
CL Wealth Management LLC
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IL | 0.6 |
|
Altrius Capital Management Inc
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MI | 0.6 |
|
Broadview Financial Management LLC
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|
WI | 0.6 |
|
MTM Financial Group LLC
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|
PA | 0.6 |
|
Dividend Assets Capital LLC
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|
SC | 0.6 |
|
Financial Management Strategies Inc
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|
OH | 0.6 |
|
Darwin Wealth Management LLC
✚
|
FL | 0.6 |
|
G A Repple & Company
✚
|
FL | 0.6 |