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Monetary Solutions, Ltd.

● SEC registered since 2021CRD 121217SEC# 801-120450Dayton, OH
Export (members)
Reg. AUM
$139.7M
Employees
1
Accounts
278
Location
Dayton, OH

Monetary Solutions, Ltd. assets under management

Monetary Solutions, Ltd. is an investment advisory firm registered with the SEC based in Dayton, OH. The firm has been registered since 2021. It reports $139.7 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Monetary Solutions, Ltd. owners & executives

4 reported
NameTitleOwnershipSince
Anthony A Colussi ControlMember25-50%2011
Brian James Walker ControlPresident And Chief Compliance Officer25-50%2018
James Christopher Hobbs ControlMember/Secretary & Treasurer25-50%2004
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Frequently asked questions

How much does Monetary Solutions, Ltd. manage?

Monetary Solutions, Ltd. reports $139.7 million in regulatory assets under management on its Form ADV.

How many employees does Monetary Solutions, Ltd. have?

Monetary Solutions, Ltd. reports 1 employees.

Where is Monetary Solutions, Ltd. located?

Monetary Solutions, Ltd. is based in Dayton, OH and has been SEC-registered since 2021.

Does Monetary Solutions, Ltd. disclose fund performance?

Monetary Solutions, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3066 Kettering Blvd, Dayton, OH 45439
Phone937-297-1140
Fax937-297-1143
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.7M
Non-discretionary$0
Total (RAUM)$139.7M