Monroe Vos Consulting Inc

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Assets, Funds, Holdings

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Monroe Vos Consulting Inc
CRD #107315
SEC #801-48058
CIK #
AUM
Employees 17 (29% Investors, 0% Brokers)
Phone713-227-0100
Address1001 Mckinney
Houston, TX 77002
Source [IAPD] [Website] [LinkedIn]
Total AUM ($B)
7.56.04.53.01.50.01999200720152024
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 13 0.0
(b) Individuals (high net worth individuals) 42 0.4
(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 20 4.3
(h) Charitable organizations 22 0.6
(i) State or municipal government entities 6 0.3
(j) Other investment advisers 0 0.0
(k) Insurance companies 2 0.2
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 1.3
(n) Other 0 0.0
Total 536 7.1
By Discretionary
Discretionary 0 0.0
Non-Discretionary 536 7.1
Total 536 7.1
By Non-United States Persons
Non-United States Persons 0.2
United States Persons 7.0
Total 536 7.1
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