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| The Monitor Group Inc
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| |
|---|---|
| CRD # | 126576 |
| SEC # | 801-121908 |
| CIK # | |
| AUM | $138.5 MM (2024-03-05) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 706-854-8040 |
| Address | 534 Blackburn Drive Martinez, GA 30907 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 38.8 |
| (b) Individuals (high net worth individuals) | 50 | 99.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 638 | 138.5 |
| By Discretionary | ||
| Discretionary | 635 | 137.3 |
| Non-Discretionary | 3 | 1.2 |
| Total | 638 | 138.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.5 | |
| Total | 638 | 138.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CLS Financial Advisors Inc
✚
|
OR | 0.1 |
|
Golden Gate Personal Financial Planning
✚
|
CA | 0.1 |
|
Compass Planning Associates Inc
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|
MA | 0.1 |
|
Veritas Independent Partners LLC
✚
|
AR | 0.1 |
|
Aznar Financial Advisors LLC
✚
|
NJ | 0.1 |
|
Scottsdale Wealth Planning Inc
✚
|
AZ | 0.1 |
|
Black Horse Wealth Management LLC
✚
|
CA | 0.1 |
|
Scott W Hancock
✚
|
TX | 0.1 |
|
Corkern Barry M Advisory Services Inc
✚
|
AR | 0.1 |
|
Gehrig Capital Management Inc
✚
|
IN | 0.1 |