MONUMENT INVESTMENTS INC.
Firm details
- Headquarters
- ALBANY, Texas
- CRD number
- 110494
- Fee structure
- Percentage of AUM
- Client types
- Individuals97.89%
- Charitable Organizations2.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Monument Investments Inc. is a small, owner-operated corporate advisory firm that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Monument is not positioned as an ESG-focused manager, does not operate as a multi-state adviser, and is not identified as a pension consultant or capital allocator. Its advisory activity centers on discretionary portfolio management rather than running external pooled products.
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 Funds60%
- US Government Bonds30%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
Contacts
1 of 1JAY HAMILTON
PresidentCRD 2736629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALBANY, TX
SHACKELFORD
Location
ALBANY, TX
Headquartered in ALBANY, TX, in the South of the United States.
- Region
- South
- County
- SHACKELFORD
- Address
- 49 N Main St
- Time zone
- CT (UTC-6)
- Office locations
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