Mark Monreal & Associates

Overview

Mark Monreal & Associates is a small, independent registered investment adviser operating as a sole proprietorship and serving both individual/family and institutional clients. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. In practice the business combines investment advice with brokerage services tied to real estate and insurance — the firm is active as a real estate broker and an insurance broker in addition to providing other financial product sales. Investment posture is equity‑centric: the firm shows a clear preference for exchange‑traded equities as its primary allocation vehicle. Given the firm’s fee options — percentage of AUM, hourly charges and fixed fees — clients can engage on retainer-style or transaction/project bases. The boutique scale suggests a hands-on, client‑specific approach rather than a multi‑strategy, institutional asset allocation program.

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Public Holdings

Investments & Alternatives

Location & Offices