|
⚲
|
| Monumental Financial Group Inc
✚
|
|
|---|---|
| CRD # | 286177 |
| SEC # | 801-120076 |
| CIK # | 0001861798 |
| AUM | $216.3 MM (2024-02-16) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 301-850-0680 |
| Address | 1 Research Court Rockville, MD 20850 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOG | 1,482,566.4 | 3.1 | |
| LLY | 301,789.7 | 2.1 | |
| TSM | 437,370.3 | 1.6 | |
| MSFT | 1,918,222.4 | 1.5 | |
| INTU | 108,963.5 | 1.4 | |
| V | 419,260.5 | 1.3 | |
| TSCO | 21,844.9 | 1.2 | |
| ADI | 77,186.0 | 1.2 | |
| AAPL | 2,382,844.0 | 1.1 | |
| MA | 309,583.1 | 1.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 327 | 125.9 |
| (b) Individuals (high net worth individuals) | 49 | 90.4 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 898 | 216.3 |
| By Discretionary | ||
| Discretionary | 898 | 216.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 898 | 216.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.3 | |
| Total | 898 | 216.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001861798] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Holder Wealth Management Inc
✚
|
IL | 0.2 |
|
Krane Financial Solutions LLC
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|
CA | 0.2 |
|
Stonebridge Financial Planning Group LLC
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|
FL | 0.2 |
|
Vital Wealth Management LLC
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|
IL | 0.2 |
|
Nomad Fintech Inc
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|
CA | 0.2 |
|
Chronim Investments Inc
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|
TX | 0.2 |
|
Trunorth Financial Services Inc
✚
|
PA | 0.2 |
|
Law & Associates Inc
✚
|
MD | 0.2 |
|
Portsmouth-Smartlife Financial Group LLC
✚
|
CT | 0.2 |
|
Welch Investment Group LLC
✚
|
OR | 0.2 |