MONOGRAPH WEALTH ADVISORS, LLC - Financial Advisor in California, Manhattan Beach

Tel: 310-496-7377 1230 Rosecrans Avenue Suite 425 Manhattan Beach, California 90266

About MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH WEALTH ADVISORS, LLC is a Manhattan Beach, California based financial advisory firm with nearly $2,228,031,447 in assets under management and provides investment advisory services for 954 clients. There are currently 15 financial advisors at the firm.

General Information

Firm CRD#:

173949

Firm SEC#:

801-80679

Assets Under Management:

$2,228,031,447

No. of Clients:

954

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Fixed fees, Other (CUSTOM WEALTH PLANNING SERVICES)

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