Monocot Wealth Management, LLC
Monocot Wealth Management, LLC is an SEC-registered mass-market adviser with $54.9M assets under management (AUM, regulatory AUM), -63% over one year. See who owns Monocot Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282687, data through 2018-05-08.
- AUM (assets under management / regulatory AUM)
- $54.9M (2018-05-08)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 110
- CRD
- 282687
- Ownership
- TEURLINGS, JOSEPHUS, L; CARMANDALIAN, STEVEN; BERNSTEIN, DANIEL, ADAM; SWIGART, TERESE, ANNE; INTERIM HOLDINGS, LLC
How much AUM does Monocot Wealth Management, LLC have?
Monocot Wealth Management, LLC reported $54.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2018-05-08).
Who owns Monocot Wealth Management, LLC?
Disclosed owners and executives of Monocot Wealth Management, LLC include TEURLINGS, JOSEPHUS, L, CARMANDALIAN, STEVEN, BERNSTEIN, DANIEL, ADAM, SWIGART, TERESE, ANNE, INTERIM HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.