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Building 2MONON WEALTH MANAGEMENT

Map pinCARMEL, IN
Phone(317) 993-3999
NotebookSEC #801-114130
Total AUM
$546.8M
Employees
10
Clients
519

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 E CARMEL DR.
SUITE 160
CARMEL
IN 46032
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
(317) 993-3999
Other Offices
2

ReceiptFinancials

Total AUM
$546.8M
Accounts
1,740
Discretionary
$509.9M
Accounts
1,617
Non-Discretionary
$36.9M
Accounts
123

ContactClients

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Individual Clients
375
AUM
$109.2M
HNW Individual Clients
130
AUM
$391M
Pension/Profit Sharing Plan Clients
8
AUM
$20.1M
Charitable Organization Clients
1
AUM
$4
Corporation or Business Clients
5
AUM
$26.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINLAMINEOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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