MONETARY SOLUTIONS, LTD.
Firm details
- Headquarters
- MORAINE, Ohio
- CRD number
- 121217
- Registered since
- March 5, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.38%
- Individuals20.75%
- Corporations / Businesses1.11%
- Charitable Organizations0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Monetary Solutions, Ltd. is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Compensation is a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Monetary Solutions does not identify as a capital allocator, is not an active ESG investor, and does not market pension-consulting services. The firm lists an accounting affiliation among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities16%
- Cash & Cash Equivalents12%
- US Government Bonds3%
- State & Local Bonds1%
Contacts
3 of 4JAMES HOBBS
PartnerCRD 5062587
BRIAN WALKER
Financial AdvisorCRD 6437209
ANTHONY COLUSSI
PartnerCRD 5951413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$88.7M in ETFs
97%
$85.9M
2%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $12.4M | 403,040 | 13.94% |
Location
MORAINE, OH
MONTGOMERY
Location
MORAINE, OH
Headquartered in MORAINE, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- MONTGOMERY
- Address
- 3066 Kettering Blvd
- Time zone
- ET (UTC-5)
- Office locations
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