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MONON WEALTH MANAGEMENT

99 E Carmel Dr.
Suite 160
Carmel, Indiana 46032
Tel: (317) 993-3999

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About MONON WEALTH MANAGEMENT

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.

Firm Information

SEC Current StatusApproved
Firm CRD#289413
SEC#801-114130
Assets Managed by Firm$312,162,594
No. of Clients1306
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1306$312,162,594
Individuals (other than high net worth individuals)594$41,597,232
High net worth individuals69$251,971,116
Pension and profit sharing plans10$18,594,246

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OXFORD FINANCIAL GROUP, LTD
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