MATERETSKY FINANCIAL GROUP
MATERETSKY FINANCIAL GROUP, INC. Legal Name
Adviser information for MATERETSKY FINANCIAL GROUP last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 1,920 | $523.5M |
| Total | 1,920 | $523.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 222 | $128.1M |
| HNW Individuals | 378 | $382.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 22 | $4.5M |
| Charitable organizations | <5 | $1.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 7 | $6.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1000 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 523.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| MATERETSKY FINANCIAL GROUP WRAP FEE PROGRAM | MATERETSKY FINANCIAL GROUP |
Identifiers
| SEC RIA File Number | 801-112829 |
|---|---|
| SEC ERA File Number | 801-112829 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292353 |
| Legal Entity Identifier | None |
Principal Office
2240 WOOLBRIGHT ROADSUITE 354
BOYNTON BEACH
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 561-735-9227, Fax: 561-735-9815
Chief Compliance Officer
IRA MATERETSKY
PRINCIPAL
2240 WOOLBRIGHT ROAD
SUITE 354
BOYNTON BEACH
FL
United States
Tel:
561-735-9227
Fax:
561-735-9815
I**@*************M
(Full email address available in API data)
Regulatory Contact
MATTHEW WELSH
FINANCIAL ADVISOR
2240 WOOLBRIGHT ROAD
BOYNTON BEACH
FL
United States
Tel:
561-735-9227
Fax:
SUITE 354
M***@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MATERETSKY, IRA, SCOTT | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 01/2005 | > 75% |