BOYNTON BEACH, FLCRD 292353Latest ADV March 31, 2026
Materetsky Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Boynton Beach, FL. Its latest Form ADV filing, dated March 31, 2026, reports $721M in regulatory assets under management, 9 employees, 2 offices, and 2,309 accounts.
Assets Under Management
$721M
Employees
9
Offices
2 offices
Total Clients
830
Primary office
BOYNTON BEACH, FL
2240 WOOLBRIGHT ROAD, SUITE 354, BOYNTON BEACH, FL, United States
Top client segmentIndividuals represent 59.0% of total clients.
Top client categories% of clientsClients
1
Individuals
59.0%
490
2
HNWI
39.5%
328
3
Pension Plans
1.4%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$721Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$721M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$721M
Total Accounts2,309
10Y AUM Change+$721M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee92:1
10Y Employee Change-1 (-10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.