|
⚲
|
| Keyboard |
| Monex Asset Management Inc
✚
|
|
|---|---|
| CRD # | 148123 |
| SEC # | 801-120366 |
| CIK # | |
| AUM | 650.9 M (2026-05-28) |
| Employees | 20 (85% 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) | 155 | 70.9 |
| (b) Individuals (high net worth individuals) | 351 | 261.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 14 | 80.6 |
| (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 | 79 | 236.1 |
| (n) Other | 0 | 2.1 |
| Total | 600 | 650.9 |
| By Discretionary | ||
| Discretionary | 468 | 529.5 |
| Non-Discretionary | 132 | 121.4 |
| Total | 600 | 650.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 570.0 | |
| United States Persons | 80.9 | |
| Total | 600 | 650.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Collaborative Wealth Management Inc
✚
|
FL | 653.3 M |
|
Collegiate Capital Management Inc
✚
|
NC | 653.0 M |
|
Palisade Investments LLC
✚
|
NV | 652.7 M |
|
Early McClintic & McMillan LLC
✚
|
TX | 652.2 M |
|
BKM Wealth Management LLC
✚
|
WI | 651.8 M |
|
Advanced Asset Management Advisors Inc
✚
|
OH | 651.3 M |
|
Summit Creek Advisors LLC
✚
|
MN | 650.9 M |
|
JRM Investment Counsel LLC
✚
|
649.4 M | |
|
Asset Strategy Advisors LLC
✚
|
MA | 649.3 M |
|
Family Office Research LLC
✚
|
MD | 648.2 M |