MONOGRAPH
Monograph is a wealth management boutique that offers investment advisory and portfolio management services.
MONOGRAPH
Social Links:
Industry:
Consulting Financial Services Wealth Management
Founded:
2015-01-01
Address:
El Segundo, California, United States
Country:
United States
Website Url:
http://www.monographwealth.com
Total Employee:
1+
Status:
Active
Contact:
310-496-7377
Technology used in webpage:
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Current Employees Featured
Founder
Official Site Inspections
http://www.monographwealth.com
- Host name: 198.185.159.144
- IP address: 198.185.159.144
- Location: New York United States
- Latitude: 40.7157
- Longitude: -74
- Metro Code: 501
- Timezone: America/New_York
- Postal: 10013
More informations about "Monograph"
Monograph Wealth
We seek to transform how affluent families and institutions experience intergenerational wealth. We proudly advise families who have or are creating multigenerational wealth.See details»
Overview — Monograph Wealth
We curate programs, services, and technologies designed to meet the needs and complexities of affluent families. Monograph’s company of experienced, passionate investment professionals is dedicated to delivering exceptional …See details»
Team - Monograph Wealth
Monograph is a Southern California-based, employee owned independent advisor serving a nationwide clientele. We operate on a transparent fee structure that gives our clients unconstrained product and service access while removing …See details»
Monograph Wealth Company Profile | Management and …
Find contact information for Monograph Wealth. Learn about their Investment Banking, Finance market share, competitors, and Monograph Wealth's email format.See details»
Monograph Wealth - LinkedIn
We deliver comprehensive, technology-driven, systematic guidance to create individualized wealth strategies. At Monograph, we believe a family’s wealth is an expression of effort, industry,...See details»
Monograph Wealth Advisors Profile: Commitments & Mandates
Information on commitments, mandates, investment preferences, team and board members for Monograph Wealth Advisors. Use the PitchBook Platform to explore the full profile.See details»
MONOGRAPH WEALTH ADVISORS, LLC | Form ADV - Radient
Oct 8, 2024 · Monograph Wealth Advisors, LLC is an SEC-registered investment adviser based in California, founded in 2015. The firm is owned by Jolt C. Inc. and Shannon Family Inc., with …See details»
Alex Yaftali, CFA - Partner & Chief Investment Officer - LinkedIn
Partner & Chief Investment Officer at Monograph Wealth Advisors, LLC · Investment professional with 10+ years of experience at Dimensional Fund Advisors (institutional asset management) …See details»
Monograph Wealth Overview - Salary.com
Discover essential details about Monograph Wealth, including address, contact, and journey of our company's evolution.See details»
Monograph - Crunchbase Company Profile & Funding
Monograph is a wealth management boutique that offers investment advisory and portfolio management services. There is no recent news or activity for this profile. View contacts for …See details»
Transaction Planning — Monograph Wealth
Monograph’s pre-transaction planning process helps business owners optimize business sale proceeds to positively impact their family, their heirs, and their philanthropic pursuits. Many …See details»
Monograph Wealth - Overview, News & Similar companies
View Monograph Wealth (www.monographwealth.com) location in California, United States , revenue, industry and description. Find related and similar companies as well as employees …See details»
Joe Chrisman, CFA - Co Managing Partner - Monograph Wealth
Co-Managing Partner at Monograph Wealth Advisors · Experience: Monograph Wealth · Education: Cornell University · Location: Hermosa Beach · 500+ connections on LinkedIn. …See details»
Monograph Wealth Advisors, LLC (El Segundo) | Adviser Rankings
Monograph Wealth Advisors, LLC is a large advisory firm based in El Segundo. It manages $1.2 billion of regulatory assets for 538 client accounts. It has been registered with the SEC as an …See details»
Monograph Wealth - Company Info, Employees & Competitors
View Monograph wealth monographwealth.com location in 830 s pacific coast hwy, el segundo, california, 90245, united states, revenue, industry and description. Find related and similar …See details»
Monograph Wealth Advisors - El Segundo, CA Firm Profile
Monograph Wealth Advisors is a highly reputable financial advisory firm that helps clients in El Segundo, CA to manage their finances effectively and maximize their profits in all economic …See details»
Alex Yaftali - Monograph Wealth
Alex is a Partner and Chief Investment Officer (CIO) of Monograph. In his role, Alex oversees the firm’s Investment, Portfolio Management and Trading programs. He also previously held the …See details»
Alex Yaftali Email & Phone Number - Monograph - ZoomInfo
Alex Yaftali is a Partner, Chief Investment Officer and Chief Compliance Officer at Monograph based in El Segundo, California. Previously, Alex wa s an Associate Portfolio Manager at …See details»
Monograph Wealth Staff Directory & Email Format - ContactOut
Explore Monograph Wealth staff directory for direct access to contact details on 17 employees including email format, email address and phone numbers.See details»
Monograph Wealth - Official MapQuest
Monograph Wealth is a financial services firm based in El Segundo, CA, specializing in wealth management and investment advisory services. With a focus on personalized strategies and …See details»