Monograph Wealth Advisors, LLC

Monograph Wealth Advisors, LLC (CRD# 173949) is a financial advisory firm headquartered in El Segundo, CA. They manage $2,228,031,447 in 954 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
830 South Pacific Coast Highway, Suite 202, El Segundo, CA 90245
http://www.monographwealth.com
By the Numbers
  • Total Assets Under Management
    2,228
    MILLION
  • Total Number of Accounts
    954
    ACCOUNTS
  • Average Account Value
    $2,335,463
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, NY, OR, TX

Financial Advisors at Monograph Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Joseph Chrisman, financial advisor El Segundo CA
Joseph H. Chrisman
CRD#: 4668725
830 South Pacific Coast Highway, Suite 202, El Segundo, CA 90245

Joseph Chrisman (CRD# 4668725) is an Investment Advisor Representative working at Monograph Wealth Advisors, LLC in El Segundo, CA and has over 19 years of experience in the finance industry.

2
Matthew Haefner, financial advisor El Segundo CA
Matthew B. Haefner
CRD#: 5808314
830 South Pacific Coast Highway, Suite 202, El Segundo, CA 90245

Matthew Haefner (CRD# 5808314) is an Investment Advisor Representative working at Monograph Wealth Advisors, LLC in El Segundo, CA and has over 12 years of experience in the finance industry.

3
Sean Shannon, financial advisor El Segundo CA
Sean M. Shannon
CRD#: 5270198
830 South Pacific Coast Highway, Suite 202, El Segundo, CA 90245

Sean Shannon (CRD# 5270198) is an Investment Advisor Representative working at Monograph Wealth Advisors, LLC in El Segundo, CA and has over 16 years of experience in the finance industry.

4
Miguel Irazabal, financial advisor El Segundo CA
Miguel V. Irazabal
CRD#: 5753302
830 South Pacific Coast Highway, Suite 202, El Segundo, CA 90245

Miguel Irazabal (CRD# 5753302) is an Investment Advisor Representative working at Monograph Wealth Advisors, LLC in El Segundo, CA and has 1 year of experience in the finance industry.

5
Alexander Yaftali, financial advisor El Segundo CA
Alexander J. Yaftali
CRD#: 4776126
830 South Pacific Coast Highway, Suite 202, El Segundo, CA 90245

Alexander Yaftali (CRD# 4776126) is an Investment Advisor Representative working at Monograph Wealth Advisors, LLC in El Segundo, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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