THE MONITOR GROUP, INC.

RIASEC RegisteredEst. 2021

Total AUM

$167M

Discretionary

$166M

99% of AUM

Avg account

$256K

Accounts

654

Employees

Advisory reps

Firm details

Headquarters: MARTINEZ, Georgia
CRD number: 126576
Registered since: July 29, 2021
Website: www.themonitorgroup.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.69%
Individuals19.31%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

The Monitor Group, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm registered with the SEC in 2021 and serves primarily individual and family clients through a mix of financial planning and discretionary portfolio management for individuals and small businesses. Its fee model blends percentage-of-AUM billing with fixed fees. The firm does not self-identify as an active ESG investor, does not function as a capital allocator, and is not positioned as a multi-state or pension consultant adviser.