← Tributary

MATERETSKY FINANCIAL GROUP

BOYNTON BEACH, FL · CRD 292353 · IAPD ↗ · 561-735-9227

$720.8MRegulatory AUM
4Advisory reps
9Employees
0Clients
More than 500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — MATERETSKY FINANCIAL GROUP notice-filed in CO, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — MATERETSKY FINANCIAL GROUP crossed $500M in regulatory AUM ($437.3M -> $523.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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