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Home > Retirement Planners > texas > houston > MONEX ASSET MANAGEMENT, INC.
MONEX ASSET MANAGEMENT, INC.
440 Louisiana Street
Suite 1240
Houston, Texas 77002
Tel: 713-877-8234
About MONEX ASSET MANAGEMENT, INC.
MONEX ASSET MANAGEMENT, INC, formally registered with the SEC as MONEX ASSET MANAGEMENT, INC. The firm was established in 02/22/2021. They have over 3 offices throughout the country.
MONEX ASSET MANAGEMENT, INC. is a Houston, Texas based Financial Planning firm with nearly $200,926,531 assets under management, offering retirement planning & investment advisory services to 300 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148123 |
| SEC# | 801-120366 |
| Assets Managed by Firm | $200,926,531 |
| No. of Clients | 300 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 300 | $200,926,531 |
| Individuals (other than high net worth individuals) | 91 | $33,491,908 |
| High net worth individuals | 166 | $120,571,627 |
| Corporations or other businesses | 42 | $46,019,562 |
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