Monex Asset Management, Inc.
Monex Asset Management, Inc. is an SEC-registered wealth manager in Houston, TX with $650.9M assets under management (AUM, regulatory AUM), +68% over one year. See who owns Monex Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148123, SEC 801-120366, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $650.9M (2026-05-28)
- Firm type
- Wealth Manager
- Location
- Houston, TX
- Employees
- 20
- Clients
- 585
- CRD
- 148123
- Ownership
- MONEX CASA DE BOLSA; RAMOS LANDERO, JORGE, MARTIN; HEIRAS, JESUS; MONEX GRUPO FINANCIERO; BALCAZAR, JOSE, CARLOS
How much AUM does Monex Asset Management, Inc. have?
Monex Asset Management, Inc. reported $650.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Monex Asset Management, Inc.?
Disclosed owners and executives of Monex Asset Management, Inc. include MONEX CASA DE BOLSA, RAMOS LANDERO, JORGE, MARTIN, HEIRAS, JESUS, MONEX GRUPO FINANCIERO, BALCAZAR, JOSE, CARLOS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.