Monetary Management Corporation
Monetary Management Corporation (CRD# 131584) is a financial advisory firm headquartered in San Francisco, CA. They manage $14,517,362 in 39 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Monetary Management Corporation
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$372,240
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Monetary Management Corporation
1
William Browne (CRD# 4461199) is an Investment Advisor Representative working at Monetary Management Corporation in San Francisco, CA and has over 13 years of experience in the finance industry.
2
Michael Kokesh (CRD# 5523423) is an Investment Advisor Representative working at Monetary Management Corporation in San Francisco, CA and has over 15 years of experience in the finance industry.
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