Monocot Wealth Management, LLC
Monocot Wealth Management, LLC (CRD# 282687) is a financial advisory firm headquartered in Las Vegas, NV. They manage $64,444,752 in 279 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management64MILLION
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Total Number of Accounts279ACCOUNTS
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Average Account Value$230,985
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at Monocot Wealth Management, LLC
1
Josephus Teurlings (CRD# 4494404) is an Investment Advisor Representative working at Monocot Wealth Management, LLC in Las Vegas, NV and has over 22 years of experience in the finance industry.
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