99 E Carmel Dr.
Suite 160
Carmel, Indiana 46032
Tel: (317) 993-3999
MONON WEALTH MANAGEMENT, formally registered with the SEC as MONON WEALTH MANAGEMENT. The firm was established in 10/17/2018. They have over 3 offices throughout the country.
MONON WEALTH MANAGEMENT is a Carmel, Indiana based Financial Planning firm with nearly $312,162,594 assets under management, offering retirement planning & investment advisory services to 1306 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 289413 |
SEC# | 801-114130 |
Assets Managed by Firm | $312,162,594 |
No. of Clients | 1306 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1306 | $312,162,594 |
Individuals (other than high net worth individuals) | 594 | $41,597,232 |
High net worth individuals | 69 | $251,971,116 |
Pension and profit sharing plans | 10 | $18,594,246 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
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