Overview
Assets Under Management: $167 million
Headquarters: MARTINEZ, GA
High-Net-Worth Clients: 61
Average Client Assets: $2.2 million
Frequently Asked Questions
THE MONITOR 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 #126576), THE MONITOR GROUP, INC. is subject to fiduciary duty under federal law.
THE MONITOR GROUP, INC. is headquartered in MARTINEZ, GA.
THE MONITOR GROUP, INC. serves 61 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, THE MONITOR GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
THE MONITOR GROUP, INC. manages $167 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, THE MONITOR GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.69%
Average Client Assets: $2.2 million
Total Client Accounts: 654
Discretionary Accounts: 647
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 126576
Filing ID: 2065871
Last Filing Date: 2026-03-20 08:41:19