Home
›
Firms
›
MONROE VOS CONSULTING, INC.
MONROE VOS CONSULTING, INC.
HOUSTON, Texas
·
4 registered advisors
·
CRD# 107315
SEC# 801-48058
1
713-227-0100
01
Firm Overview
AUM
$5.9B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: A PERCENTAGE OF ASSETS NOT UNDER OUR DIRECT MANAGEMENT
03
Specialties
Investment Management
Wealth Management
04
Advisors at MONROE VOS CONSULTING, INC.
4 registered advisors
Jamison Monroe
HOUSTON, Texas
CRD# 1262909
Julie Lynn Swanson
HOUSTON, Texas
CRD# 1412892
Timothy Alston Rucker Callahan
HOUSTON, Texas
CRD# 1247993
Timothy John Vos
HOUSTON, Texas
CRD# 1425498
05
Office Locations
HOUSTON, Texas
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. MONROE VOS CONSULTING, INC. (CRD# 107315) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.