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MONUMENT GROUP WEALTH ADVISORS, LLC
MONUMENT GROUP WEALTH ADVISORS, LLC
CONCORD, Massachusetts
·
2 registered advisors
·
CRD# 111908
SEC# 801-60480
0
978-369-7705
01
Firm Overview
AUM
$536M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MONUMENT GROUP WEALTH ADVISORS, LLC
2 registered advisors
Byron Ewart Woodman
CONCORD, Massachusetts
CRD# 4385779
Lee Christopher Mcgowan
CONCORD, Massachusetts
CRD# 3070341
05
Office Locations
CONCORD, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. MONUMENT GROUP WEALTH ADVISORS, LLC (CRD# 111908) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.