Monetary Solutions, Ltd.
Monetary Solutions, Ltd. (CRD# 121217) is a financial advisory firm headquartered in Dayton, OH. They manage $128,104,949 in 142 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Monetary Solutions, Ltd.
By the Numbers
-
Total Assets Under Management128MILLION
-
Total Number of Accounts142ACCOUNTS
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Average Account Value$902,148
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Monetary Solutions, Ltd.
1
Michael Lamb (CRD# 4549982) is an Investment Advisor Representative working at Monetary Solutions, Ltd. in Dayton, OH and has 1 year of experience in the finance industry.
2
Brian Walker (CRD# 6437209) is an Investment Advisor Representative working at Monetary Solutions, Ltd. in Dayton, OH and has 1 year of experience in the finance industry.
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