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MONUMENT INVESTMENTS INC.
DALLAS, TX
214-360-9360
SEC #801-52693Total AUM
$38.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3198 ROYAL LANE
SUITE 211
DALLAS
TX 75229
United States
SUITE 211
DALLAS
TX 75229
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
214-360-9360
Financials
Total AUM
$38.5M
Accounts
77Discretionary
$34.1M
Accounts
72Non-Discretionary
$4.4M
Accounts
5
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.