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JH

James Christopher Hobbs

MONETARY SOLUTIONS, LTD.·DAYTON, Ohio
Unclaimed Profile
3066 KETTERING BLVD, DAYTON, OH 45439CRD# 5062587Firm CRD# 121217
01

About

James Christopher Hobbs is a registered financial advisor based in DAYTON, Ohio, affiliated with MONETARY SOLUTIONS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONETARY SOLUTIONS, LTD.
MONETARY SOLUTIONS, LTD.
AUM
$128M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5062587
Firm CRD# 121217
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Christopher Hobbs offer?
James Christopher Hobbs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTON, Ohio for a consultation.
What are James Christopher Hobbs's credentials?
James Christopher Hobbs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Christopher Hobbs located?
James Christopher Hobbs is based in DAYTON, Ohio, working with MONETARY SOLUTIONS, LTD.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.
How does James Christopher Hobbs charge for services?
James Christopher Hobbs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONETARY SOLUTIONS, LTD.?
MONETARY SOLUTIONS, LTD. has approximately 2 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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