Overview
Assets Under Management: $623 million
Headquarters: BOYNTON BEACH, FL
High-Net-Worth Clients: 4
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.37
Average High-Net-Worth Client Assets: $32 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