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Building 2MONUMENT WEALTH MANAGEMENT

Map pinALEXANDRIA, VA
Phone703-504-9600
NotebookSEC #801-76802
Total AUM
$531.7M
Employees
11
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1940 DUKE STREET
SUITE 6100
ALEXANDRIA
VA 22314
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
703-504-9600
Other Offices
8

ReceiptFinancials

Total AUM
$531.7M
Accounts
841
Discretionary
$516.9M
Accounts
770
Non-Discretionary
$14.8M
Accounts
71

ContactClients

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Individual Clients
110
AUM
$42.1M
HNW Individual Clients
105
AUM
$489.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAMDNCNJNYSCTXVA

HandshakeAffiliates

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

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