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| Happy Holidays!! thanks for using AUM13F!! |
| Monex Asset Management Inc
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|---|---|
| CRD # | 148123 |
| SEC # | 801-120366 |
| CIK # | |
| AUM | $386.3 M (2025-03-28) |
| Employees | 20 (70% Investors, 85% Brokers) |
| Phone | 713-877-8234 |
| Address | 440 Louisiana Street Houston, TX 77002 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 406 | 123.7 |
| (b) Individuals (high net worth individuals) | 65 | 152.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 56 | 109.6 |
| (n) Other | 1 | 0.9 |
| Total | 528 | 386.3 |
| By Discretionary | ||
| Discretionary | 398 | 282.2 |
| Non-Discretionary | 130 | 104.1 |
| Total | 528 | 386.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 357.7 | |
| United States Persons | 28.7 | |
| Total | 528 | 386.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Geneva Partners LLC
✚
|
WI | 0.4 |
|
Signature Wealth Management Partners LLC
✚
|
NJ | 0.4 |
|
Bishop & Company Investment Management LLC
✚
|
PA | 0.4 |
|
Blue Water Asset Management LLC
✚
|
MI | 0.4 |
|
Precision Wealth Strategies LLC
✚
|
MO | 0.4 |
|
PFW Advisors LLC
✚
|
GA | 0.4 |
|
Trellis Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Curbstone Financial Management Corporation
✚
|
NH | 0.4 |
|
Roberts Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Lakeside Advisors Inc
✚
|
WA | 0.4 |