Monograph Wealth Advisors, LLC is a large advisory firm based in El Segundo. It manages $1.2 billion of regulatory assets for 538 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, New York, and Oregon.
Monograph Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Monograph Wealth Advisors, LLC is $1.2 billion. The firm's AUM has grown by 1080% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Monograph Wealth Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Monograph Wealth Advisors is high net worth individuals with 62 clients and $1.17 billion of assets under management. Among the 8 most similar advisory firms, Monograph Wealth Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.19 billion for 109 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Monograph Wealth Advisors doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Monograph Wealth Advisors, LLC performs its advisory services is located at 830 South Sepulveda Blvd, Suite 202, El Segundo, CA 90245, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-496-7377 or by fax 888-400-2930. The normal business hours are 8:00a - 4:00p on Monday - Friday. You can find more information about the New York firm at monographwealth.com.