MONETARY SOLUTIONS, LTD.
Adviser information for MONETARY SOLUTIONS, LTD. last updated from Form ADV on February 27th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 142 | $128.1M |
| Non-Discretionary | 0 | $0 |
| Total | 142 | $128.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 104 | $34.7M |
| HNW Individuals | 38 | $93.4M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120450 |
|---|---|
| SEC ERA File Number | 801-120450 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 121217 |
| Legal Entity Identifier | None |
Principal Office
3066 KETTERING BLVDDAYTON
OH
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 937-297-1140, Fax: 937-297-1143
Chief Compliance Officer
MICHAEL S LAMB
3066 KETTERING BLVD
DAYTON
OH
United States
Tel:
937-297-1140
Fax:
937-297-3406
M**@**********M
(Full email address available in API data)
Regulatory Contact
MICHAEL S. LAMB
PRESIDENT
3066 KETTERING BLVD
DAYTON
OH
United States
Tel:
937-297-1140
Fax:
937-297-1143
M**@**********M
(Full email address available in API data)
Industry Affiliates
| GOLDSHOT LAMB & HOBBS INC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAMB, MICHAEL, SCOTT | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 09/1997 | 25-50% |
| HOBBS, JAMES, CHRISTOPHER | Individual | – | MEMBER/SECRETARY & TREASURER | 01/2004 | 25-50% |
| COLUSSI, ANTHONY, A | Individual | – | MEMBER | 01/2011 | 10-25% |
| WALKER, BRIAN, JAMES | Individual | – | MEMBER | 07/2018 | 10-25% |
| Huelsman, Toby, L | Individual | – | VICE PRESIDENT | 12/2021 | 5-10% |