THE MONITOR GROUP, INC.
CRD #126576 SEC #801-121908 MARTINEZ, GA 706-854-8040
SEC Registered
Total AUM
$154.4M
Discretionary
$153.1M
Employees
4
Clients
51
Accounts
653
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $154.4M | $153.1M | $1.4M | 3 | 1 |
| Mar 2025 | $154.4M | $153.1M | $1.4M | 4 | 1 |
| Mar 2024 | $138.5M | $137.3M | $1.2M | 4 | 0 |
| Dec 2023 | $118M | $117M | $1.1M | 4 | 0 |
| Mar 2023 | $118M | $117M | $1.1M | 4 | 0 |
| Mar 2022 | $141.7M | $140.4M | $1.3M | 4 | 0 |
| Jun 2021 | $121.3M | $120M | $1.4M | 4 | 0 |
DateMar 2025
Total AUM$154.4M
Discretionary$153.1M
Non-Disc.$1.4M
Employees3
Clients1
DateMar 2025
Total AUM$154.4M
Discretionary$153.1M
Non-Disc.$1.4M
Employees4
Clients1
DateMar 2024
Total AUM$138.5M
Discretionary$137.3M
Non-Disc.$1.2M
Employees4
Clients0
DateDec 2023
Total AUM$118M
Discretionary$117M
Non-Disc.$1.1M
Employees4
Clients0
DateMar 2023
Total AUM$118M
Discretionary$117M
Non-Disc.$1.1M
Employees4
Clients0
DateMar 2022
Total AUM$141.7M
Discretionary$140.4M
Non-Disc.$1.3M
Employees4
Clients0
DateJun 2021
Total AUM$121.3M
Discretionary$120M
Non-Disc.$1.4M
Employees4
Clients0