MATERETSKY FINANCIAL GROUP, INC.
Legal name: MATERETSKY FINANCIAL GROUP
CRD #292353 SEC #801-112829 BOYNTON BEACH, FL 561-735-9227
SEC Registered
Total AUM
$622.7M
Discretionary
$0
Employees
8
Clients
--
Accounts
769
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $622.7M | $0 | $622.7M | 8 | 0 |
| Jul 2025 | $622.7M | $0 | $622.7M | 8 | 0 |
| Jul 2025 | $622.7M | $0 | $622.7M | 8 | 0 |
| Mar 2025 | $622.7M | $0 | $622.7M | 8 | 0 |
| Mar 2025 | $622.7M | $0 | $622.7M | 8 | 0 |
| Mar 2024 | $523.5M | $0 | $523.5M | 8 | 0 |
| Dec 2023 | $437.3M | $0 | $437.3M | 12 | 0 |
| Dec 2023 | $437.3M | $0 | $437.3M | 12 | 0 |
| Sep 2023 | $437.3M | $0 | $437.3M | 12 | 0 |
| Mar 2023 | $437.3M | $0 | $437.3M | 12 | 0 |
| Nov 2022 | $468.3M | $0 | $468.3M | 11 | 0 |
| Sep 2022 | $468.3M | $0 | $468.3M | 11 | 0 |
| Aug 2022 | $468.3M | $0 | $468.3M | 13 | 0 |
| Aug 2022 | $468.3M | $0 | $468.3M | 13 | 0 |
| Jun 2022 | $468.3M | $0 | $468.3M | 13 | 0 |
| Mar 2022 | $468.3M | $0 | $468.3M | 13 | 0 |
| Mar 2022 | $468.3M | $0 | $468.3M | 13 | 0 |
| Aug 2021 | $424.5M | $0 | $424.5M | 13 | 0 |
| Jun 2021 | $424.5M | $0 | $424.5M | 13 | 0 |
| Mar 2021 | $424.5M | $0 | $424.5M | 13 | 0 |
| Mar 2021 | $424.5M | $0 | $424.5M | 13 | 0 |
| Mar 2021 | $424.5M | $0 | $424.5M | 13 | 0 |
| Feb 2021 | $424.5M | $0 | $424.5M | 13 | 0 |
| Oct 2020 | $340.2M | $0 | $340.2M | 12 | 0 |
| Sep 2020 | $340.2M | $0 | $340.2M | 12 | 0 |
| Jun 2020 | $340.2M | $0 | $340.2M | 12 | 0 |
| Feb 2020 | $340.2M | $0 | $340.2M | 12 | 0 |
| Nov 2019 | $260M | $0 | $260M | 10 | 0 |
| Nov 2019 | $260M | $0 | $260M | 10 | 0 |
| Apr 2019 | $260M | $0 | $260M | 10 | 0 |
| Mar 2019 | $260M | $0 | $260M | 10 | 0 |
| Jan 2019 | $163M | $0 | $163M | 10 | 0 |
| Jul 2018 | $163M | $0 | $163M | 10 | 0 |
| May 2018 | $0 | $0 | $0 | 10 | 0 |
| Mar 2018 | $0 | $0 | $0 | 10 | 0 |
DateAug 2025
Total AUM$622.7M
Discretionary$0
Non-Disc.$622.7M
Employees8
Clients0
DateJul 2025
Total AUM$622.7M
Discretionary$0
Non-Disc.$622.7M
Employees8
Clients0
DateJul 2025
Total AUM$622.7M
Discretionary$0
Non-Disc.$622.7M
Employees8
Clients0
DateMar 2025
Total AUM$622.7M
Discretionary$0
Non-Disc.$622.7M
Employees8
Clients0
DateMar 2025
Total AUM$622.7M
Discretionary$0
Non-Disc.$622.7M
Employees8
Clients0
DateMar 2024
Total AUM$523.5M
Discretionary$0
Non-Disc.$523.5M
Employees8
Clients0
DateDec 2023
Total AUM$437.3M
Discretionary$0
Non-Disc.$437.3M
Employees12
Clients0
DateDec 2023
Total AUM$437.3M
Discretionary$0
Non-Disc.$437.3M
Employees12
Clients0
DateSep 2023
Total AUM$437.3M
Discretionary$0
Non-Disc.$437.3M
Employees12
Clients0
DateMar 2023
Total AUM$437.3M
Discretionary$0
Non-Disc.$437.3M
Employees12
Clients0
DateNov 2022
Total AUM$468.3M
Discretionary$0
Non-Disc.$468.3M
Employees11
Clients0
DateSep 2022
Total AUM$468.3M
Discretionary$0
Non-Disc.$468.3M
Employees11
Clients0
DateAug 2022
Total AUM$468.3M
Discretionary$0
Non-Disc.$468.3M
Employees13
Clients0
DateAug 2022
Total AUM$468.3M
Discretionary$0
Non-Disc.$468.3M
Employees13
Clients0
DateJun 2022
Total AUM$468.3M
Discretionary$0
Non-Disc.$468.3M
Employees13
Clients0
DateMar 2022
Total AUM$468.3M
Discretionary$0
Non-Disc.$468.3M
Employees13
Clients0
DateMar 2022
Total AUM$468.3M
Discretionary$0
Non-Disc.$468.3M
Employees13
Clients0
DateAug 2021
Total AUM$424.5M
Discretionary$0
Non-Disc.$424.5M
Employees13
Clients0
DateJun 2021
Total AUM$424.5M
Discretionary$0
Non-Disc.$424.5M
Employees13
Clients0
DateMar 2021
Total AUM$424.5M
Discretionary$0
Non-Disc.$424.5M
Employees13
Clients0
DateMar 2021
Total AUM$424.5M
Discretionary$0
Non-Disc.$424.5M
Employees13
Clients0
DateMar 2021
Total AUM$424.5M
Discretionary$0
Non-Disc.$424.5M
Employees13
Clients0
DateFeb 2021
Total AUM$424.5M
Discretionary$0
Non-Disc.$424.5M
Employees13
Clients0
DateOct 2020
Total AUM$340.2M
Discretionary$0
Non-Disc.$340.2M
Employees12
Clients0
DateSep 2020
Total AUM$340.2M
Discretionary$0
Non-Disc.$340.2M
Employees12
Clients0
DateJun 2020
Total AUM$340.2M
Discretionary$0
Non-Disc.$340.2M
Employees12
Clients0
DateFeb 2020
Total AUM$340.2M
Discretionary$0
Non-Disc.$340.2M
Employees12
Clients0
DateNov 2019
Total AUM$260M
Discretionary$0
Non-Disc.$260M
Employees10
Clients0
DateNov 2019
Total AUM$260M
Discretionary$0
Non-Disc.$260M
Employees10
Clients0
DateApr 2019
Total AUM$260M
Discretionary$0
Non-Disc.$260M
Employees10
Clients0
DateMar 2019
Total AUM$260M
Discretionary$0
Non-Disc.$260M
Employees10
Clients0
DateJan 2019
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees10
Clients0
DateJul 2018
Total AUM$163M
Discretionary$0
Non-Disc.$163M
Employees10
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0