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Monument Group Wealth Advisors, LLC
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Concord, Massachusetts
$350.8 million AUM
1 office

Monument Group Wealth Advisors, LLC is based in Concord, Massachusetts and has $350.8 million in assets under management.

Location
801 Main Street
Suite 14
Concord, MA 01742
$350.8 million
AUM
5
Employees
AUM Share
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$350,780,458
Assets under management
343 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 18 $5,690,293 2% $316,127
High net worth individuals 88 $345,090,165 98% $3,921,479
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$350,780,458
Assets under management
$70,156,092
AUM per employee
$116,926,819
AUM per investment analyst
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Compensation

Monument Group Wealth Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Monument Group Wealth Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 111,908
SEC number 801-60480
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 24, 2020

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