Overview
Assets Under Management: $623 million
Headquarters: BOYNTON BEACH, FL
High-Net-Worth Clients: 423
Average Client Assets: $1 million
Frequently Asked Questions
MATERETSKY FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292353), MATERETSKY FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
MATERETSKY FINANCIAL GROUP, INC. is headquartered in BOYNTON BEACH, FL.
MATERETSKY FINANCIAL GROUP, INC. serves 423 high-net-worth clients according to their SEC filing dated August 06, 2025. View client details ↓
According to their SEC Form ADV, MATERETSKY FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
MATERETSKY FINANCIAL GROUP, INC. manages $623 million in client assets according to their SEC filing dated August 06, 2025.
According to their SEC Form ADV, MATERETSKY FINANCIAL GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 423
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.67
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 769
Non-Discretionary Accounts: 769
Regulatory Filings
CRD Number: 292353
Filing ID: 2008165
Last Filing Date: 2025-08-06 15:02:00
Website: https://materetsky.com