MONON WEALTH MANAGEMENT is a Carmel, Indiana based financial advisory firm with nearly $277,571,958 in assets under management and provides investment advisory services for 1255 clients. There are currently 8 financial advisors at the firm.
General Information |
Firm CRD#: | 289413 | |
SEC#: | 801-114130 | |
Assets under Management: | $277,571,958 | |
No. of Clients: | 1255 | |
No. of Advisors: | 8 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors | |
Fee Structure: | A Percentage of AUM, Fixed Fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
CREATIVE FINANCIAL DESIGNS, INC. | 109032 | 801-60153 | 11616 | 145 | $1,710,359,005 |
CX INSTITUTIONAL, LLC | 292627 | 801-112742 | 8609 | 89 | $2,219,624,079 |
BEDEL FINANCIAL CONSULTING INC | 105653 | 801-34764 | 4585 | 14 | $1,809,355,091 |
THURSTON SPRINGER ADVISORS | 299201 | 801-114256 | 3859 | 51 | $1,353,974,492 |
STRATEGIQ FINANCIAL GROUP, LLC | 144287 | 801-68171 | 3322 | 28 | $1,518,782,139 |
PHILLIPS FINANCIAL | 131344 | 801-63343 | 2648 | 31 | $1,749,643,216 |
SHEAFF BROCK INVESTMENT ADVISORS, LLC | 118739 | 801-60978 | 2021 | 25 | $1,049,676,930 |
COLUMN CAPITAL ADVISORS, LLC | 135118 | 801-64213 | 1634 | 22 | $1,259,029,913 |
DONALDSON CAPITAL MANAGEMENT LLC | 106131 | 801-48479 | 1469 | 58 | $2,310,717,134 |
ELSER FINANCIAL PLANNING, INC. | 143311 | 801-80871 | 1311 | 12 | $1,379,851,158 |
WOODLEY FARRA | 107660 | 801-50387 | 1270 | 11 | $1,496,770,479 |
AXIA ADVISORY | 107571 | 801-42110 | 153 | 6 | $1,296,178,638 |
BAXTER CAPITAL MANAGEMENT INC | 105123 | 801-14659 | 14 | 3 | $1,783,757,336 |
EVERENCE CAPITAL MANAGEMENT, INC. | 105675 | 801-36323 | 8 | 12 | $2,006,137,406 |
CERES PARTNERS, LLC | 290937 | 801-114192 | 5 | 21 | $1,549,184,975 |