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MATERETSKY FINANCIAL GROUP

MATERETSKY FINANCIAL GROUP, INC.

CRD 292353 · SEC 801-112829

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2240 WOOLBRIGHT ROAD, SUITE 354, BOYNTON BEACH, FL, 33426, United States

Phone

561-735-9227

Fax

561-735-9815

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$720.8M

Discretionary AUM

$0

Team

9 total employees; 4 advisory reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals490$210.1M
High net worth individuals328$500.6M
Pension/profit sharing plans12$8.0M

States served

CA, CO, GA, MD, MA, NE, NV, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD