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MONUMENT GROUP WEALTH ADVISORS, LLC

Tel: 978-369-7705
801 Main Street
Suite 14
Concord, Massachusetts  01742

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MONUMENT GROUP WEALTH ADVISORS, LLC

MONUMENT GROUP WEALTH ADVISORS, LLC is a Concord, Massachusetts based financial advisory firm with nearly $535,577,652 in assets under management and provides investment advisory services for 625 clients. There are currently 7 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, Hourly charges, Fixed fees

Firm CRD#:

111908

SEC#:

801-60480

No. of Clients:

625

Assets under Management

$535,577,652

No. of Advisors:

7

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