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Coco M Lorenzo

MONOGRAPH WEALTH ADVISORS, LLC·MANHATTAN BEACH, California
Unclaimed Profile
1230 ROSECRANS AVENUE, MANHATTAN BEACH, CA 90266CRD# 4598724Firm CRD# 173949
01

About

Coco M Lorenzo is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with MONOGRAPH WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MONOGRAPH WEALTH ADVISORS, LLC
MONOGRAPH WEALTH ADVISORS, LLC
AUM
$2.2B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at MONOGRAPH WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: CUSTOM WEALTH PLANNING SERVICES
Regulatory
SEC/IARD CRD# 4598724
Firm CRD# 173949
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Coco M Lorenzo offer?
Coco M Lorenzo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANHATTAN BEACH, California for a consultation.
What are Coco M Lorenzo's credentials?
Coco M Lorenzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Coco M Lorenzo located?
Coco M Lorenzo is based in MANHATTAN BEACH, California, working with MONOGRAPH WEALTH ADVISORS, LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.
How does Coco M Lorenzo charge for services?
Coco M Lorenzo's firm is compensated through percentage of aum, subscription fees, other: custom wealth planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONOGRAPH WEALTH ADVISORS, LLC?
MONOGRAPH WEALTH ADVISORS, LLC has approximately 15 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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