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CFP
CL
CFP

Coco M Lorenzo

Monograph Wealth Advisors, LLC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningCharitable GivingHigh Net Worth
Monograph Wealth Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
197 clients
Average Client Portfolio
$13.1M average
Assets Under Management
$2.6B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$85,000

Location

1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Monograph Wealth Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
The Leaders Group, INC.Broker
April 2014 - January 2017 · 2 yrs 9 mos
Key West Investments, LLCBroker
February 2014 - April 2014 · 2 mos
Stonemark Wealth Management
September 2011 - January 2017 · 5 yrs 4 mos
Girard Securities, INC.Broker
May 2011 - January 2014 · 2 yrs 8 mos
Sentinel Securities, INC.Broker
June 2010 - May 2011 · 11 mos
Wespac Advisors, LLC
September 2009 - January 2012 · 2 yrs 4 mos
Southwest Securities, INC.
December 2008 - July 2009 · 7 mos
Southwest Securities, INC.Broker
December 2008 - July 2009 · 7 mos
Tower Asset Management LLC
October 2005 - July 2009 · 3 yrs 9 mos
M. L. Stern & CO, LLC.
October 2005 - April 2009 · 3 yrs 6 mos
M.L. Stern & CO., LLC.Broker
October 2005 - April 2009 · 3 yrs 6 mos
Wells Fargo Investments, LLC
August 2005 - November 2005 · 3 mos
Wells Fargo Investments, LLCBroker
March 2005 - November 2005 · 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.