MONUMENT GROUP WEALTH ADVISORS, LLC - Financial Advisor in Massachusetts, Concord

Tel: 978-369-7705 801 Main Street Suite 14 Concord, Massachusetts 01742

About MONUMENT GROUP WEALTH ADVISORS, LLC

MONUMENT GROUP WEALTH ADVISORS, LLC is a Concord, Massachusetts based financial advisory firm with nearly $535,577,652 in assets under management and provides investment advisory services for 625 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

111908

Firm SEC#:

801-60480

Assets Under Management:

$535,577,652

No. of Clients:

625

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, Hourly charges, Fixed fees

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