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Materetsky Financial Group, Inc.

● SEC registered since 2018CRD 292353SEC# 801-112829Boynton Beach, FL
Export (members)
Reg. AUM
$622.7M
Employees
8
Accounts
769
Location
Boynton Beach, FL

Materetsky Financial Group, Inc. assets under management

Materetsky Financial Group, Inc. is an investment advisory firm registered with the SEC based in Boynton Beach, FL. The firm has been registered since 2018. It reports $622.7 million in regulatory assets under management and employs 8 people.
www.facebook.com/materetskyfinancialgroupView on SEC.gov ↗

Materetsky Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
IRA Scott Materetsky ControlPrincipal/Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does Materetsky Financial Group, Inc. manage?

Materetsky Financial Group, Inc. reports $622.7 million in regulatory assets under management on its Form ADV.

How many employees does Materetsky Financial Group, Inc. have?

Materetsky Financial Group, Inc. reports 8 employees.

Where is Materetsky Financial Group, Inc. located?

Materetsky Financial Group, Inc. is based in Boynton Beach, FL and has been SEC-registered since 2018.

Does Materetsky Financial Group, Inc. disclose fund performance?

Materetsky Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426
Phone561-735-9227
Fax561-735-9815
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$622.7M
Total (RAUM)$622.7M