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Building 2MONSCHEIN AND ASSOCIATES, INC

Map pinMODESTO, CA
Phone209-549-8520
NotebookSEC #801-58017
Total AUM
$18M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1317 OAKDALE ROAD
SUITE 440
MODESTO
CA 95355
USA
Operating Hours
8:00AM - 5:00PM MON-THUR, 8:00AM - 3:00PM ON FRI
Monday - Friday
Phone
209-549-8520

ReceiptFinancials

Total AUM
$18M
Accounts
488
Discretionary
$13.7M
Accounts
299
Non-Discretionary
$4.3M
Accounts
189

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Pending Regulatory Proceeding
State Registrations

None reported

HandshakeAffiliates

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

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