THE MONITOR GROUP, INC.
Adviser information for THE MONITOR GROUP, INC. last updated from Form ADV on March 5th, 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 | Georgia, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| 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 | 635 | $137.3M |
| Non-Discretionary | 3 | $1.2M |
| Total | 638 | $138.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 114 | $38.8M |
| HNW Individuals | 50 | $99.6M |
| 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 | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-121908 |
|---|---|
| SEC ERA File Number | 801-121908 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 126576 |
| Legal Entity Identifier | None |
Principal Office
534 BLACKBURN DRIVEMARTINEZ
GA
United States
Monday - Friday, MON-THURS 9 AM-5 PM; FRI 9 AM-3 PM
Tel: 706-854-8040, Fax: 706-210-9587
Websites
Chief Compliance Officer
PAUL MCNAIR
PRESIDENT
534 BLACKBURN DRIVE
MARTINEZ
GA
United States
Tel:
706-854-8040
Fax:
706-210-9587
P***@******************T
(Full email address available in API data)
Regulatory Contact
MARK HOLDWICK
FINANCIAL PLANNER
534 BLACKBURN DRIVE
MARTINEZ
GA
United States
Tel:
706-854-8040
Fax:
706-210-9587
M***@******************T
(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 |
|---|---|---|---|---|---|
| MCNAIR, PAUL, B | Individual | – | PRESIDENT | 07/2017 | > 75% |
| MCNAIR, PAUL, B | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2013 | > 75% |