SECURITIES MONITORING GROUP, LLC
CRD #113242 SEC #801-60344 BUFFALO, MN 763-682-4014
SEC Registered
Total AUM
$127.2M
Discretionary
$83.5M
Employees
11
Clients
1
Accounts
2,682
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 11, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DANIELS, DIANA, LYNN | I | DIRECTOR OF COMPLIANCE | NA | |
| DANIELS, DIANA, LYNN | I | DIRECTOR OF COMPLIANCE | NA | |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PARTNER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| DOUGHERTY, MICHAEL, JOHN | I | PRESIDENT/CHIEF MANAGER/CHIEF COMPLIANCE OFFICER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | PARTNER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
| THEIS, DAVID, ALAN | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Oct 11, 2012 REGISTERED
Notice Filings (9)
AZ CA FL MN ND NM SD TX WI
Address
103 MARTY DRIVESUITE 101
BUFFALO, MN 55313
United States
Phone: 763-682-4014