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MONSON WEALTH MANAGEMENT, INC.
MONSON WEALTH MANAGEMENT, INC.
KENNEWICK, Washington
·
1 registered advisor
·
CRD# 169857
SEC# 801-122296
0
509-628-1358
01
Firm Overview
AUM
$115M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at MONSON WEALTH MANAGEMENT, INC.
1 registered advisor
Eldon Dean Fielding-Monson
KENNEWICK, Washington
CFP
CRD# 4256669
05
Office Locations
KENNEWICK, Washington
1 advisor
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Data sourced from SEC Form ADV filings. MONSON WEALTH MANAGEMENT, INC. (CRD# 169857) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.