Monex Securities, Inc.

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
30362
Registered since
May 28, 1992

Firm profile

FINTRX

Overview

Monex Securities, Inc. is organized as a corporation and has been SEC-registered since 1992. Ownership is recorded as a combination of a foreign entity and individual ownership. The firm’s classification in the dataset is listed as "Unclassified." The FINTRX entry flags several regulatory and operational attributes: it is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not characterized as a pension consultant or a related adviser. The dataset does not provide descriptions of the firm’s advisory activities, client segments, or fee arrangements.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ruben Contreras

    Ruben Contreras

    CCO & CFOCRD 5468327

Contacts

3 of 23
  • Oscar Flores

    Senior International Financial AdvisorCRD 861991

  • Diego Carus Garrido

    Diego Carus Garrido

    Financial SpecialistCRD 7596398

  • Jose Balcazar

    Jose Balcazar

    Senior VP International Financial AdvisorCRD 5415406

Unlock 20 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
440 Louisiana St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth