MATERETSKY FINANCIAL GROUP, INC.

MATERETSKY FINANCIAL GROUP, INC. of BOYNTON BEACH, FL is an SEC-registered investment adviser (CRD 292353). Regulatory assets under management: $720.8M.

Registration

• CRD: 292353
• SEC file number: 801-112829
• Type: Registered investment adviser
• Location: 2240 WOOLBRIGHT ROAD, SUITE 354, BOYNTON BEACH, FL, 33426
• Phone: 561-735-9227
• Latest filing: 2026-03-31
• Regulatory AUM: $720.8M
• Non-discretionary AUM: $720.8M
• Clients: 9
• Accounts: 2,309

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 292353 on SEC IAPD (source of record)
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