Overview
Assets Under Management: $55 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 31
Average Client Assets: $1.2 million
Frequently Asked Questions
MONOCOT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282687), MONOCOT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MONOCOT WEALTH MANAGEMENT, LLC is headquartered in WESTLAKE VILLAGE, CA.
MONOCOT WEALTH MANAGEMENT, LLC serves 31 high-net-worth clients according to their SEC filing dated April 27, 2018. View client details ↓
According to their SEC Form ADV, MONOCOT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MONOCOT WEALTH MANAGEMENT, LLC manages $55 million in client assets according to their SEC filing dated April 27, 2018.
According to their SEC Form ADV, MONOCOT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.06%
Average Client Assets: $1.2 million
Total Client Accounts: 114
Discretionary Accounts: 110
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 282687
Filing ID: 1213483
Last Filing Date: 2018-04-27 17:35:00