The Monitor Group, Inc.

The Monitor Group, Inc. (CRD# 126576) is a financial advisory firm headquartered in Martinez, GA. They manage $138,481,575 in 638 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

534 Blackburn Drive, Martinez, GA 30907

https://www.themonitorgroup.net/

By the Numbers

Total Assets Under Management

138

MILLION
Total Number of Accounts

638

ACCOUNTS
Average Account Value

$217,056

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, GA, SC, TX

Financial Advisors at The Monitor Group, Inc.

Showing 1 - 2 of 2 top financial advisors.

Paul B. McNair

CRD#: 6020439

534 Blackburn Drive, Martinez, GA 30907

Paul McNair (CRD# 6020439) is an Investment Advisor Representative working at The Monitor Group, Inc. in Martinez, GA and has 1 year of experience in the finance industry.

Mark R. Holdwick

CRD#: 7425613

534 Blackburn Drive, Martinez, GA 30907

Mark Holdwick (CRD# 7425613) is an Investment Advisor Representative working at The Monitor Group, Inc. in Martinez, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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