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Building 2MONOGRAPH WEALTH ADVISORS, LLC

Map pinMANHATTAN BEACH, CA
Phone310-496-7377
NotebookSEC #801-80679
Total AUM
$3.2B
Employees
20
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1230 ROSECRANS AVENUE
SUITE 425
MANHATTAN BEACH
CA 90266
United States
Operating Hours
8:00A - 4:00P
Monday - Friday
Phone
310-496-7377

ReceiptFinancials

Total AUM
$3.2B
Accounts
1,125
Discretionary
$3.2B
Accounts
1,097
Non-Discretionary
$84.9M
Accounts
28

ContactClients

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Individual Clients
53
AUM
$20.5M
HNW Individual Clients
153
AUM
$2.9B
Charitable Organization Clients
6
AUM
$244.9M
Corporation or Business Clients
1
AUM
$63.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CUSTOM WEALTH PLANNING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHNYORTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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