Monroe Vos Consulting Group, Inc.

Monroe Vos Consulting Group, Inc. (CRD# 107315) is a financial advisory firm headquartered in Houston, TX. They manage $4,971,066,166 in 87 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,971
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $57,138,692
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, LA, OK, TX

Financial Advisors at Monroe Vos Consulting Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Timothy A. Callahan
CRD#: 1247993
2000 A Southbridge Parkway, Suite 520, Birmingham, AL 35209
93
Wealthminder
score

Timothy Callahan (CRD# 1247993) is an Investment Advisor Representative working at Monroe Vos Consulting Group, Inc. in Birmingham, AL and has over 32 years of experience in the finance industry.

2
Irina Gorokhova
CRD#: 4530551
1001 Mckinney, Suite 1200, Houston, TX 77002
93
Wealthminder
score

Irina Gorokhova (CRD# 4530551) is an Investment Advisor Representative working at Monroe Vos Consulting Group, Inc. in Houston, TX and has over 12 years of experience in the finance industry.

3
Jason A. Martinez
CRD#: 4003079
1001 Mckinney, Suite 1200, Houston, TX 77002
93
Wealthminder
score

Jason Martinez (CRD# 4003079) is an Investment Advisor Representative working at Monroe Vos Consulting Group, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

4
Joseph S. Anderson
CRD#: 5964796
1001 Mckinney, Suite 1200, Houston, TX 77002
87
Wealthminder
score

Joseph Anderson (CRD# 5964796) is an Investment Advisor Representative working at Monroe Vos Consulting Group, Inc. in Houston, TX and has 1 year of experience in the finance industry.

5
Jamison Monroe
CRD#: 1262909
1001 Mckinney Street, Suite 1200, Houston, TX 77002
68
Wealthminder
score

Jamison Monroe (CRD# 1262909) is an Investment Advisor Representative working at Monroe Vos Consulting Group, Inc. in Houston, TX and has over 31 years of experience in the finance industry.

6
Timothy J. Vos
CRD#: 1425498
1001 Mckinney Street, Suite 1200, Houston, TX 77002
58
Wealthminder
score

Timothy Vos (CRD# 1425498) is an Investment Advisor Representative working at Monroe Vos Consulting Group, Inc. in Houston, TX and has over 31 years of experience in the finance industry.

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