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 organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its compensation model includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor and is not designated as a multi-state adviser.
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 5Brian Walker
President, Investment AdvisorCRD 6437209
James Hobbs
PartnerCRD 5062587
Anthony Colussi
PartnerCRD 5951413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 141Active vs passive
$100M in ETFs
96%
$96.4M
2%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $12.5M | 393,111 | 12.41% |
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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