Monetary Solutions, Ltd.

Monetary Solutions, Ltd. (CRD# 121217) is a financial advisory firm headquartered in Dayton, OH. They manage $128,104,949 in 142 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

3066 Kettering Blvd, Dayton, OH 45439

By the Numbers

Total Assets Under Management

128

MILLION
Total Number of Accounts

142

ACCOUNTS
Average Account Value

$902,148

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Monetary Solutions, Ltd.

Showing 1 - 2 of 2 top financial advisors.

Michael S. Lamb

CRD#: 4549982

3066 Kettering Blvd, Dayton, OH 45439

Michael Lamb (CRD# 4549982) is an Investment Advisor Representative working at Monetary Solutions, Ltd. in Dayton, OH and has 1 year of experience in the finance industry.

Brian J. Walker

CRD#: 6437209

3066 Kettering Blvd, Dayton, OH 45439

Brian Walker (CRD# 6437209) is an Investment Advisor Representative working at Monetary Solutions, Ltd. in Dayton, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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