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THE MONITOR GROUP, INC.
CRD 126576 · SEC 801-121908
534 BLACKBURN DRIVE, MARTINEZ, GA, 30907, United States
Phone
706-854-8040
Fax
706-210-9587
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.2M
Discretionary AUM
$165.8M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $32.3M |
| High net worth individuals | 61 | $134.9M |
States served
GA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD