Assets Under Management
$2.6B
Number of Clients
197
Number of Advisors
7
Average Client AUM
$13.1M
AUM per Advisor
$368.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Monograph Wealth Advisors provides investment advisory services, including discretionary and non-discretionary management, and wealth planning services, which are typically complimentary to investment advisory clients. They also offer pension consulting and philanthropic services. They use various methods of analysis and investment strategies.
1230 Rosecrans Avenue, Suite 425, Manhattan Beach, CA, 90266