Overview
Assets Under Management: $5.9 billion
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 40
Average Client Assets: $11.0 million
Frequently Asked Questions
MONROE VOS CONSULTING, INC. 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 #107315), MONROE VOS CONSULTING, INC. is subject to fiduciary duty under federal law.
MONROE VOS CONSULTING, INC. is headquartered in HOUSTON, TX.
MONROE VOS CONSULTING, INC. serves 40 high-net-worth clients according to their SEC filing dated March 27, 2023. View client details ↓
According to their SEC Form ADV, MONROE VOS CONSULTING, INC. offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MONROE VOS CONSULTING, INC. manages $5.9 billion in client assets according to their SEC filing dated March 27, 2023.
According to their SEC Form ADV, MONROE VOS CONSULTING, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.51%
Average Client Assets: $11.0 million
Total Client Accounts: 578
Non-Discretionary Accounts: 578
Regulatory Filings
CRD Number: 107315
Filing ID: 1729126
Last Filing Date: 2023-03-27 15:30:00