Monument Group Wealth Advisors, LLC
Firm details
- Headquarters
- Concord, Massachusetts
- CRD number
- 111908
- Registered since
- August 14, 2001
- Website
- www.monumentgroupwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.44%
- Individuals1.43%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Monument Group Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2001. The firm operates as a capital allocator for both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Monument Group does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- US Government Bonds8%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- Other3%
Contacts
3 of 3
Byron Woodman
Founder and ChairmanCRD 4385779
Lee Mcgowan
President, CCOCRD 3070341
Gregory Racki
OwnerCRD 7384318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$216M in ETFs
33%
$70.3M
67%
$145M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $95.8M | 2,159,082 | 44.40% |
Location
Concord, MA
Middlesex
Location
Concord, MA
Headquartered in Concord, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 801 Main St
- Time zone
- ET (UTC-5)
- Office locations
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