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MONON WEALTH MANAGEMENT
Tel: (317) 993-3999
99 E Carmel Dr. Suite 160
Carmel, Indiana 46032
MONON WEALTH MANAGEMENT
MONON WEALTH MANAGEMENT is a Carmel, Indiana based financial advisory firm with nearly $312,162,594 in assets under management and provides investment advisory services for 1306 clients. There are currently 8 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 , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
289413
SEC#:
801-114130
No. of Clients:
1306
Assets under Management
$312,162,594
No. of Advisors:
8
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