THE MONITOR GROUP, INC.

MCLEAN, Virginia·2 registered advisors·CRD# 109589
SEC# 801-56697703-288-0500
01

Firm Overview

AUM
$461M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at THE MONITOR GROUP, INC.

2 registered advisors
Elizabeth M. Dansereau-Kautt
MCLEAN, Virginia
Udell Calvin Brown
MCLEAN, Virginia
05

Office Locations

MCLEAN, Virginia
2 advisors

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Data sourced from SEC Form ADV filings. THE MONITOR GROUP, INC. (CRD# 109589) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.