Monex Asset Management, Inc.

Monex Asset Management, Inc. (CRD# 148123) is a financial advisory firm headquartered in Houston, TX. They manage $200,926,531 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $669,755
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Monex Asset Management, Inc.
Showing 11 - 17 of 17 top financial advisors.
11
Diego Carus Garrido
CRD#: 7596398
440 Louisiana Street, Suite 1240, Houston, TX 77002

Diego Carus Garrido (CRD# 7596398) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

12
Bernardo Hubard
CRD#: 5051597
440 Louisiana Street, Suite 1240, Houston, TX 77002

Bernardo Hubard (CRD# 5051597) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 18 years of experience in the finance industry.

13
Edgar Lesser
CRD#: 7657223
440 Louisiana Street, Suite 1240, Houston, TX 77002

Edgar Lesser (CRD# 7657223) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

14
Alfonso Lopez Portillo Martinez
CRD#: 6462245
440 Louisiana Street, Suite 1240, Houston, TX 77002

Alfonso Lopez Portillo Martinez (CRD# 6462245) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 8 years of experience in the finance industry.

15
Luis Osawa Guerrero
CRD#: 6958307
440 Louisiana Street, Suite 1240, Houston, TX 77002

Luis Osawa Guerrero (CRD# 6958307) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 2 years of experience in the finance industry.

16
Mayra R. Rodriguez
CRD#: 5568019
440 Louisiana Street, Suite 1240, Houston, TX 77002

Mayra Rodriguez (CRD# 5568019) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

17
Emilio A. Soto
CRD#: 7073741
440 Louisiana Street, Suite 1240, Houston, TX 77002

Emilio Soto (CRD# 7073741) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

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