MONROE VOS CONSULTING, INC.

HOUSTON, Texas·4 registered advisors·CRD# 107315
SEC# 801-480581713-227-0100
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 ManagementWealth Management
04

Advisors at MONROE VOS CONSULTING, INC.

4 registered advisors
Jamison Monroe
HOUSTON, Texas
Julie Lynn Swanson
HOUSTON, Texas
Timothy Alston Rucker Callahan
HOUSTON, Texas
Timothy John Vos
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
4 advisors

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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.