Materetsky Financial Group, Inc.
● SEC registered since 2018CRD 292353SEC# 801-112829Boynton Beach, FL
Reg. AUM
$720.8M
Employees
9
Accounts
2,309
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 $720.8 million in regulatory assets under management and employs 9 people.
Materetsky Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| IRA Scott Materetsky Control | Principal/Chief Compliance Officer | Over 75% | 2005 |
Frequently asked questions
How much does Materetsky Financial Group, Inc. manage?
Materetsky Financial Group, Inc. reports $720.8 million in regulatory assets under management on its Form ADV.
How many employees does Materetsky Financial Group, Inc. have?
Materetsky Financial Group, Inc. reports 9 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
| Address | 2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426 |
| Phone | 561-735-9227 |
| Fax | 561-735-9815 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$720.8M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$720.8Mregulatory AUM
Discretionary $0Non-discretionary $720.8M