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Building 2MONUMENT GROUP WEALTH ADVISORS, LLC

Map pinCONCORD, MA
Phone978-369-7705
NotebookSEC #801-60480
Total AUM
$678.9M
Employees
7
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 MAIN STREET
SUITE 14
CONCORD
MA 01742
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
978-369-7705
Other Offices
1

ReceiptFinancials

Total AUM
$678.9M
Accounts
702
Discretionary
$678.9M
Accounts
702
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$9.7M
HNW Individual Clients
149
AUM
$668.3M
Charitable Organization Clients
1
AUM
$892.4K
Other Clients
3
AUM
$0
Description of Other Clients
FINANCIAL PLANNING CLIENT (NO AUM)

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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