MONON WEALTH MANAGEMENT - Financial Advisor in Indiana, Carmel

Tel: (317) 993-3999 99 E Carmel Dr. Suite 160 Carmel, Indiana 46032

About MONON WEALTH MANAGEMENT

MONON WEALTH MANAGEMENT is a Carmel, Indiana based financial advisory firm with nearly $312,162,594 in assets under management and provides investment advisory services for 1306 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

289413

Firm SEC#:

801-114130

Assets Under Management:

$312,162,594

No. of Clients:

1306

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

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