75 Park Plaza
4th Floor
Boston, Massachusetts 02116
Tel: 617-671-0048
MONASHEE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as MONASHEE INVESTMENT MANAGEMENT, LLC. The firm was established in 06/20/2014. They have over 3 offices throughout the country.
MONASHEE INVESTMENT MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,923,109,292 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 15 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163148 |
| SEC# | 801-79936 |
| Assets Managed by Firm | $1,923,109,292 |
| No. of Clients | 17 |
| No. of Advisors | 15 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $1,923,109,292 |
| Pension and profit sharing plans | 3 | $493,431,167 |
| Charitable organizations | Fewer than 5 clients | $124,961,285 |
| Corporations or other businesses | Fewer than 5 clients | $80,000,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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