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| Happy Holidays!! thanks for using AUM13F!! |
| The Monitor Group Inc
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| CRD # | 126576 |
| SEC # | 801-121908 |
| CIK # | |
| AUM | $154.4 M (2025-03-19) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 706-854-8040 |
| Address | 534 Blackburn Drive Martinez, GA 30907 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 35.6 |
| (b) Individuals (high net worth individuals) | 57 | 118.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 154.4 |
| By Discretionary | ||
| Discretionary | 649 | 153.1 |
| Non-Discretionary | 4 | 1.4 |
| Total | 653 | 154.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.4 | |
| Total | 653 | 154.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Corkern Barry M Advisory Services Inc
✚
|
AR | 0.2 |
|
Wall Street Investment Management LLC
✚
|
0.2 | |
|
Beyond Financial Services
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|
CA | 0.2 |
|
Dick Rivera & Associates LLC
✚
|
FL | 0.2 |
|
Provident Financial Planning LLC
✚
|
TX | 0.2 |
|
Tableaux LLC
✚
|
0.2 | |
|
Allegiance Financial Advisors Inc
✚
|
FL | 0.2 |
|
Stonehaven Wealth & Tax Solutions LLC
✚
|
WI | 0.2 |
|
The Keystone Financial Alliance LLC
✚
|
GA | 0.2 |
|
New Dimensions Wealth Management LLC
✚
|
TX | 0.2 |