Overview
Assets Under Management: $141 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Frequently Asked Questions
MONETARY SOLUTIONS, LTD. 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 #121217), MONETARY SOLUTIONS, LTD. is subject to fiduciary duty under federal law.
MONETARY SOLUTIONS, LTD. is headquartered in DAYTON, OH.
MONETARY SOLUTIONS, LTD. serves 43 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, MONETARY SOLUTIONS, LTD. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MONETARY SOLUTIONS, LTD. manages $141 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, MONETARY SOLUTIONS, LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 285
Discretionary Accounts: 285
Regulatory Filings
CRD Number: 121217
Last Filing Date: 2025-01-14 00:00:00
Website: https://glhcpas.com