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⚲
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| Monetary Solutions Ltd
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|
|
|---|---|
| CRD # | 121217 |
| SEC # | 801-120450 |
| CIK # | |
| AUM | $141.1 M (2025-01-14) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 937-297-1140 |
| Address | 3066 Kettering Blvd Dayton, OH 45439 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 24.0 |
| (b) Individuals (high net worth individuals) | 43 | 117.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 285 | 141.1 |
| By Discretionary | ||
| Discretionary | 285 | 141.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 285 | 141.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.1 | |
| Total | 285 | 141.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cogent Private Wealth Inc
✚
|
FL | 0.1 |
|
Bluekey Wealth Advisors LLC
✚
|
FL | 0.1 |
|
Scratch Capital LLC
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|
ID | 0.1 |
|
Water Valley Investment Advisors Inc
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|
TX | 0.1 |
|
McCarley & Cook LLC
✚
|
OH | 0.1 |
|
Parvin Asset Management LLC
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|
SD | 0.1 |
|
Babb Wealth Advisors LLC
✚
|
AZ | 0.1 |
|
Parable LLC
✚
|
FL | 0.1 |
|
Capital Financial LLC
✚
|
MD | 0.1 |
|
Luminist Capital LLC
✚
|
0.1 |