Overview
Assets Under Management: $294 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.97
Total Client Accounts: 23
Discretionary Accounts: 15
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 304428
Last Filing Date: 2025-02-13 00:00:00
Website: https://monhegancapital.com