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MONETARY SOLUTIONS, LTD.
CRD 121217 · SEC 801-120450
3066 KETTERING BLVD, DAYTON, OH, 45439, United States
Phone
937-297-1140
Fax
937-297-1143
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.7M
Discretionary AUM
$139.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $29.0M |
| High net worth individuals | 38 | $108.1M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 1 | $1.5M |
States served
OH, TX
Official SEC filing: View on IAPD