|
⚲
|
| Monetary Solutions Ltd
✚
| |
|---|---|
| CRD # | 121217 |
| SEC # | 801-120450 |
| CIK # | |
| AUM | $128.1 MM (2024-02-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 937-297-1140 |
| Address | 3066 Kettering Blvd Dayton, OH 45439 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 34.7 |
| (b) Individuals (high net worth individuals) | 38 | 93.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 142 | 128.1 |
| By Discretionary | ||
| Discretionary | 142 | 128.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 142 | 128.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.1 | |
| Total | 142 | 128.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wilkinson Wealth Management LLC
✚
|
AZ | 0.1 |
|
Vega Capital Group LLC
✚
|
CA | 0.1 |
|
Palos Management Inc
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|
0.1 | |
|
RLB Financial LLC
✚
|
MO | 0.1 |
|
Investment & Retirement Advisors LLC
✚
|
TN | 0.1 |
|
Read & Powell Financial Services LLC
✚
|
NV | 0.1 |
|
Independence Wealth Advisors LLC
✚
|
OH | 0.1 |
|
The DALA Group LLC
✚
|
IL | 0.1 |
|
Kestrel Wealth Management LLC
✚
|
IN | 0.1 |
|
Lanier Financial Group LLC
✚
|
GA | 0.1 |