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MATERETSKY FINANCIAL GROUP
Legal name: MATERETSKY FINANCIAL GROUP, INC.
CRD 292353File 801-112829
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$720.8M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $720.8M
Clients
830
2,309 accounts
Employees
9
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 13, 2018
- Principal office
- 2240 WOOLBRIGHT ROAD, SUITE 354, BOYNTON BEACH, FL, 33426
- Phone
- 561-735-9227
- Website
- HTTP://WWW.MATERETSKY.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $720.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $720.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2,309
- Total accounts
- 2,309
- AUM per client
- $868K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.0M |
| High net worth individuals | 328 | $500.6M |
| Pension and profit sharing plans | 12 | $8.0M |
| Individuals (other than high net worth individuals) | 490 | $210.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 768 | 830 | increased by62 |
| Apr 1, 2026 | AUM | $622,654,847 | $720,764,738 | increased by$98,109,891 |
| Apr 1, 2026 | Accounts | 769 | 2,309 | increased by1,540 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 8 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 570 | 768 | increased by198 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $468,335,979 | $622,654,847 | increased by$154,318,868 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,452 | 769 | decreased by683 |
| Oct 1, 2022 | Employees | 13 | 11 | decreased by2 |
| Apr 1, 2022 | Clients | 520 | 570 | increased by50 |
| Apr 1, 2022 | AUM | $424,452,459 | $468,335,979 | increased by$43,883,520 |
| Apr 1, 2022 | Accounts | 1,295 | 1,452 | increased by157 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MATERETSKY FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MATERETSKY FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.