Overview
Assets Under Management: $386 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 528
Discretionary Accounts: 398
Non-Discretionary Accounts: 130
Regulatory Filings
CRD Number: 148123
Filing ID: 1959150
Last Filing Date: 2025-03-28 14:15:00
Website: https://monexsec.com