MATERETSKY FINANCIAL GROUP, INC.

MATERETSKY FINANCIAL GROUP
BOYNTON BEACH, Florida·2 registered advisors·CRD# 292353
SEC# 801-1128292561-735-9227
01

Firm Overview

AUM
$524M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at MATERETSKY FINANCIAL GROUP, INC.

2 registered advisors
Howard Materetsky
BOYNTON BEACH, Florida
Ira Scott Materetsky
BOYNTON BEACH, Florida
CFP
05

Office Locations

BOYNTON BEACH, Florida
2 advisors

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Data sourced from SEC Form ADV filings. MATERETSKY FINANCIAL GROUP, INC. (CRD# 292353) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.