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MONSON WEALTH MANAGEMENT, INC.

Tel: 509-628-1358
8503 W Clearwater Ave
Suite D
Kennewick, Washington  99336

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MONSON WEALTH MANAGEMENT, INC.

MONSON WEALTH MANAGEMENT, INC. is a Kennewick, Washington based financial advisory firm with nearly $130,139,645 in assets under management and provides investment advisory services for 839 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

169857

SEC#:

801-122296

No. of Clients:

839

Assets under Management

$130,139,645

No. of Advisors:

3

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