Monograph Wealth
Financial Services, 830 S Pacific Coast Hwy, El Segundo, California, 90245, United States, 11-50 Employees
Phone Number: +19*********
Who is MONOGRAPH WEALTH
At Monograph, we believe a familys wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise families who have or are creating multigenerati...
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Headquarters: 830 S Pacific Coast Hwy, El Segundo, California, 90245, United States
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Date Founded: 2015
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Employees: 11-50
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6722
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Frequently Asked Questions Regarding Monograph Wealth
Answer: Monograph Wealth's headquarters are located at 830 S Pacific Coast Hwy, El Segundo, California, 90245, United States
Answer: Monograph Wealth's phone number is +19*********
Answer: Monograph Wealth's official website is https://monographwealth.com
Answer: Monograph Wealth's revenue is $5 Million to $10 Million
Answer: Monograph Wealth's SIC: 6722
Answer: Monograph Wealth has 11-50 employees
Answer: Monograph Wealth is in Financial Services
Answer: Monograph Wealth contact info: Phone number: +19********* Website: https://monographwealth.com
Answer: At Monograph, we believe a familys wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise families who have or are creating multigenerational wealth. Were committed to changing how the financial advice industry approaches planning and investment management. Our mission is to guide our clients to realize a successful investment experience and enjoy intergenerational family capital with purpose and clarity. Developed by our principals, our wealth planning technology provides a single pane through which Monograph families chart the future of their experience with wealth. We build purpose driven, investment strategies, illuminating how unique assets are invested to fund specific life objectives. Monographs programs and services are specialized for affluent families, and related institutions, and they include: Public & Private Investments Tax & Fee Efficiency Pre-Liquidity Planning Estate Planning Strategic Philanthropy Multigenerational Planning Professional Team Coordination Monograph is a Southern California-based, employee-owned independent advisor serving a nationwide clientele. We operate on a transparent fee structure that gives our clients unconstrained product and service access while removing potential conflicts of interest. Typical client wealth ranges from $30MM to $500MM+. Targeted client to professional ratio of 10:1. Engaged with a select group of families and institutions. We are fiduciaries who put our clients interests first.
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