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Monograph Wealth Advisors LLC
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CRD # | 173949 |
SEC # | 801-80679 |
CIK # | 0001776588 |
AUM | $1.8 BB (2023-03-31) |
Employees | 11 (55% Investors, 0% Brokers) |
Phone | 310-496-7377 |
Address | 830 South Pacific Coast Highway, Suite 202 El Segundo, CA 90245 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 28.4 | |
GOOGL | 1,475,138.5 | 4.9 | |
TMO | 209,733.6 | 4.2 | |
INTU | 108,963.5 | 3.4 | |
NVDA | 399,550.0 | 2.5 | |
GOOG | 1,482,566.4 | 2.2 | |
AMZN | 1,092,997.8 | 1.5 | |
CVX | 294,604.1 | 1.1 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 50 | 19.4 |
(b) Individuals (high net worth individuals) | 109 | 1,830.4 |
(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 | 6 | 125.0 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 847 | 1,974.8 |
By Discretionary | ||
Discretionary | 817 | 1,896.2 |
Non-Discretionary | 30 | 78.7 |
Total | 847 | 1,974.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,974.8 | |
Total | 847 | 1,974.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001776588] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ENSO Wealth Management LLC
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CA | 1.8 |
Mainline West Fund Manager LLC
✚
|
CO | 1.8 |
IC Advisory Services Inc
✚
|
NJ | 1.8 |
Fragasso Financial Advisors Inc
✚
|
PA | 1.8 |
Smith Group Asset Management LLC
✚
|
TX | 1.8 |
Phoenix Asset Management Partners Limited
✚
|
1.8 | |
Grandfield & Dodd LLC
✚
|
NY | 1.8 |
LCP Institutional LLC
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|
GA | 1.8 |
Leo Wealth LLC
✚
|
TX | 1.8 |
Heronbridge Investment Management LLP
✚
|
1.8 |