Monograph Wealth Advisors is an investment advisor in El Segundo with $1.97 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472324990
SEC advisor number
801-80679
FINRA CRD number
173949
AUM ?
$2.23 bn
(as of 28 Mar 24)
Accounts
954
(as of 28 Mar 24)
Employees
15
(7 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22