$167.2M Total AUM
$165.8M Disc. AUM
-- 3Y CAGR
3 Employees
176 ADV. Clients
14 yrs Firm Age
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- Custodian
- Ameritas · Charles Schwab & Company · Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-2012
- Office Locations
- 1
Office Locations
534 Blackburn Drive Martinez GA
About THE Monitor Group, Inc.
The Monitor Group, Inc. is an independent, fee-only fiduciary RIA in the Augusta, GA area providing financial planning and investment management for individuals and families, including entrepreneurs. The firm does not sell insurance or investment products and accepts compensation only via fees. Portfolios focus on objective asset allocation and risk management, using vehicles such as ETFs and mutual funds; custody includes Charles Schwab.
Team overview
-- AVG AGE
$83.6M AVG AUM / ADVISOR
$950.2K AVG AUM / CLIENT
9.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAUL B MCNAIR
Chief Compliance Officer, President
- CRD
- #6020439
- Ownership
- 75% or more
Available
Available
Available
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M
Mark Robert Holdwick Jr.
President
- CRD
- #7425613
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,765,184 | $256,206 |
| Non-Discretionary | $1,461,295 | $208,756 |
| Total | $167,226,479 | $255,698 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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