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THE MONITOR GROUP, INC.

MARTINEZ, GA · CRD 126576 · IAPD ↗ · themonitorgroup.net · 706-854-8040

$167.2MRegulatory AUM
2Advisory reps
3Employees
2Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — THE MONITOR GROUP, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.