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The Monitor Group, Inc.

● SEC registered since 2021CRD 126576SEC# 801-121908Martinez, GA
Export (members)
Reg. AUM
$154.4M
Employees
3
Accounts
653
Location
Martinez, GA

The Monitor Group, Inc. assets under management

The Monitor Group, Inc. is an SEC-registered investment adviser based in Martinez, GA. The firm has been registered since 2021. It reports $154.4 million in regulatory assets under management and employs 3 people.
www.themonitorgroup.netView on SEC.gov ↗

The Monitor Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Paul B McNair ControlChief Compliance OfficerOver 75%2013
Paul B McNair ControlPresidentOver 75%2017

Frequently asked questions

How much does The Monitor Group, Inc. manage?

The Monitor Group, Inc. reports $154.4 million in regulatory assets under management on its Form ADV.

How many employees does The Monitor Group, Inc. have?

The Monitor Group, Inc. reports 3 employees.

Where is The Monitor Group, Inc. located?

The Monitor Group, Inc. is based in Martinez, GA and has been SEC-registered since 2021.

Does The Monitor Group, Inc. disclose fund performance?

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

Contact & registration

Address534 Blackburn Drive, Martinez, GA 30907
Phone706-854-8040
Fax706-210-9587
Office hoursMon-Thurs 9 a.m.-5 p.m.; Fri 9 a.m.-3 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$153.1M
Non-discretionary$1.4M
Total (RAUM)$154.4M