MONUMENT GROUP WEALTH ADVISORS, LLC

801 Main Street
Suite 14
Concord, Massachusetts 01742
Tel: 978-369-7705

About MONUMENT GROUP WEALTH ADVISORS, LLC

MONUMENT GROUP WEALTH ADVISORS, LLC, formally registered with the SEC as MONUMENT GROUP WEALTH ADVISORS, LLC. The firm was established in 08/14/2001. They have over 2 offices throughout the country.

MONUMENT GROUP WEALTH ADVISORS, LLC is a Concord, Massachusetts based Financial Planning firm with nearly $535,577,652 assets under management, offering retirement planning & investment advisory services to 625 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111908
SEC#	801-60480
Assets Managed by Firm	$535,577,652
No. of Clients	625
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	625	$535,577,652
Individuals (other than high net worth individuals)	45	$20,784,596
High net worth individuals	122	$514,316,844
Charitable organizations	1	$476,212

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