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Paul B Mcnair

THE MONITOR GROUP, INC.·MARTINEZ, Georgia
Clean record14 years registeredTHE MONITOR GROUP, INC.
534 BLACKBURN DRIVE, MARTINEZ, GA 30907CRD# 6020439Firm CRD# 126576

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul B Mcnair · MARTINEZ, GA
Registration
CRD #6020439 · THE MONITOR GROUP, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

THE MONITOR GROUP, INC.
Jan 2012 – present
02

Registrations & Exams

Registration record
First registered · January 30, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE MONITOR GROUP, INC.
CRD 126576 · SEC 801-121908
AUM
$138M
Regulatory assets under management
Employees
4
638 client accounts
Services offered by THE MONITOR GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE MONITOR GROUP, INC. →
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05

Frequently Asked Questions

What services does Paul B Mcnair offer?
Paul B Mcnair specializes in Financial Planning, Investment Management. Contact their office in MARTINEZ, Georgia for a consultation.
What are Paul B Mcnair's credentials?
Paul B Mcnair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul B Mcnair located?
Paul B Mcnair is based in MARTINEZ, Georgia, working with THE MONITOR GROUP, INC.. Their office serves clients in the MARTINEZ metropolitan area and surrounding communities.
How does Paul B Mcnair charge for services?
Paul B Mcnair's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MONITOR GROUP, INC.?
THE MONITOR GROUP, INC. has approximately 4 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
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Research
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