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MONETARY SOLUTIONS, LTD.
MONETARY SOLUTIONS, LTD.
DAYTON, Ohio
·
6 registered advisors
·
CRD# 121217
SEC# 801-120450
0
937-297-1140
01
Firm Overview
AUM
$128M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MONETARY SOLUTIONS, LTD.
6 registered advisors
Anthony A Colussi
DAYTON, Ohio
CRD# 5951413
Brian James Walker
DAYTON, Ohio
CRD# 6437209
James Christopher Hobbs
DAYTON, Ohio
CRD# 5062587
Michael Ray Goldshot
DAYTON, Ohio
CRD# 4549989
Michael Scott Lamb
DAYTON, Ohio
CRD# 4549982
Toby L Huelsman
DAYTON, Ohio
CRD# 7501180
05
Office Locations
DAYTON, Ohio
6 advisors
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Data sourced from SEC Form ADV filings. MONETARY SOLUTIONS, LTD. (CRD# 121217) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.