Monument Group Wealth Advisors, LLC

RIASEC Registered
Total AUM
$679M
Discretionary
$679M
100% of AUM
Avg account
$967K
Accounts
702
Employees
7
Advisory reps
3

Firm details

Headquarters
Concord, Massachusetts
CRD number
111908
Registered since
August 14, 2001
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

FINTRX

Overview

Monument Group Wealth Advisors, LLC is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2001. The firm serves a mix of individuals, families and institutional clients and functions as a capital allocator, selecting outside managers when appropriate. Its advisory offering includes financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional clients, along with manager selection services. Monument Group charges a combination of percentage-of-AUM, hourly and fixed fees. The firm reports affiliations with accounting and law firms and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, US Government Bonds 8%, Exchange Traded Equities 3%, Cash & Cash Equivalents 3%, Other 3%, State & Local Bonds 1%82%
  • Public Funds/Mutual Funds82%
  • US Government Bonds8%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents3%
  • Other3%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 39

Active vs passive

$106M in ETFs

Passive

50%

$52.9M

Active

49%

$52.9M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI)DimensionalActiveForeign Large Blend$37M892,36134.95%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth