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Lee Christopher Mcgowan

MONUMENT GROUP WEALTH ADVISORS, LLC·CONCORD, Massachusetts
Clean recordMONUMENT GROUP WEALTH ADVISORS, LLC
801 MAIN STREET, CONCORD, MA 01742CRD# 3070341Firm CRD# 111908

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Christopher Mcgowan · CONCORD, MA
Registration
CRD #3070341 · MONUMENT GROUP WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lee Christopher Mcgowan is a registered financial advisor based in CONCORD, Massachusetts, affiliated with MONUMENT GROUP 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
Introduction

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03

Firm Overview

Firm
MONUMENT GROUP WEALTH ADVISORS, LLC
MONUMENT GROUP WEALTH ADVISORS, LLC
AUM
$536M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MONUMENT GROUP WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3070341
Firm CRD# 111908
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee Christopher Mcgowan offer?
Lee Christopher Mcgowan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Lee Christopher Mcgowan's credentials?
Lee Christopher Mcgowan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Christopher Mcgowan located?
Lee Christopher Mcgowan is based in CONCORD, Massachusetts, working with MONUMENT GROUP WEALTH ADVISORS, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Lee Christopher Mcgowan charge for services?
Lee Christopher Mcgowan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONUMENT GROUP WEALTH ADVISORS, LLC?
MONUMENT GROUP WEALTH ADVISORS, LLC has approximately 6 employees and manages $536M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONUMENT GROUP WEALTH ADVISORS, LLC

Byron Ewart Woodman
CONCORD, MA

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Research
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