MONETARY SOLUTIONS, LTD.
CRD #121217 SEC #801-120450 DAYTON, OH 937-297-1140
SEC Registered
Total AUM
$128.1M
Discretionary
$128.1M
Employees
2
Clients
0
Accounts
142
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $141.1M | $141.1M | $0 | 1 | 0 |
| Jan 2025 | $128.1M | $128.1M | $0 | 2 | 0 |
| Feb 2024 | $128.1M | $128.1M | $0 | 2 | 0 |
| Feb 2024 | $128.1M | $128.1M | $0 | 2 | 0 |
| Feb 2023 | $116.8M | $116.8M | $0 | 2 | 0 |
| Feb 2022 | $128M | $128M | $0 | 2 | 0 |
| Feb 2022 | $113M | $113M | $0 | 2 | 0 |
| Apr 2021 | $113M | $113M | $0 | 2 | 0 |
| Feb 2021 | $113M | $113M | $0 | 2 | 0 |
| Mar 2012 | $45.5M | $45.5M | $0 | 1 | 26 |
| Jul 2011 | $47.2M | $47.2M | $0 | 5 | -- |
| Jun 2011 | $47.2M | $47.2M | $0 | 5 | -- |
| Mar 2011 | $47.2M | $47.2M | $0 | 5 | -- |
| Sep 2008 | $33.5M | $33.5M | $0 | 5 | -- |
DateJan 2025
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees2
Clients0
DateMar 2012
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$47.2M
Discretionary$47.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--