MONSON WEALTH MANAGEMENT, INC.
Tel: 509-628-1358 8503 W Clearwater Ave Suite D Kennewick, Washington 99336
About MONSON WEALTH MANAGEMENT, INC.
MONSON WEALTH MANAGEMENT, INC. is a Kennewick, Washington based financial advisory firm with nearly $130,139,645 in assets under management and provides investment advisory services for 839 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
169857
Firm SEC#:
801-122296
Assets Under Management:
$130,139,645
No. of Clients:
839
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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