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Last updated: February 18th, 2020. Data source: SEC filings.
Monograph Wealth Advisors, federally registered in 2015, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisors. Monograph Wealth Advisors manages $1.2 billion and provides investment advisory services for 109 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||11|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$10,995,714|
|Total AUM||$1.2 billion|
|Advisor / Client Ratio||1:37|
|Headquarters||EL Segundo, CA|
|SEC Filings||View SEC IAPD CRD #173949|
|State(s) Registered||CA, NY, OR|