Monument Group Wealth Advisors, LLC is based in Concord, Massachusetts and has $350.8 million in assets under management.
|Type of client||Clients||AUM||Percent of total AUM||Average investment size|
|High net worth individuals||88||$345,090,165||98%||$3,921,479|
Monument Group Wealth Advisors, LLC makes money through the following ways:
Monument Group Wealth Advisors, LLC provides the following services:
|Legal structure||Limited Liability Company|
|Legal governance||Delaware, United States|
|Latest ADV filing date||March 24, 2020|