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MONUMENT WEALTH MANAGEMENT
1940 Duke Street
Suite 6100
Alexandria, Virginia 22314
Tel: 703-504-9600
About MONUMENT WEALTH MANAGEMENT
MONUMENT WEALTH MANAGEMENT, formally registered with the SEC as MONUMENT WEALTH MANAGEMENT. The firm was established in 06/15/2012. They have over 6 offices throughout the country.
MONUMENT WEALTH MANAGEMENT is a Alexandria, Virginia based Financial Planning firm with nearly $433,823,870 assets under management, offering retirement planning & investment advisory services to 826 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159882 |
| SEC# | 801-76802 |
| Assets Managed by Firm | $433,823,870 |
| No. of Clients | 826 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 826 | $433,823,870 |
| Individuals (other than high net worth individuals) | 99 | $31,784,633 |
| High net worth individuals | 107 | $402,039,237 |
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