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MONOGRAPH WEALTH ADVISORS, LLC

Tel: 310-496-7377
1230 Rosecrans Avenue
Suite 425
Manhattan Beach, California  90266

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MONOGRAPH WEALTH ADVISORS, LLC

MONOGRAPH WEALTH ADVISORS, LLC is a Manhattan Beach, California based financial advisory firm with nearly $2,228,031,447 in assets under management and provides investment advisory services for 954 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Other (CUSTOM WEALTH PLANNING SERVICE

Firm CRD#:

173949

SEC#:

801-80679

No. of Clients:

954

Assets under Management

$2,228,031,447

No. of Advisors:

15

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