Investment adviser · CRD 110494

MONUMENT INVESTMENTS INC.

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Jun 21, 2012

Regulatory AUM
$38.5M
Form ADV · Item 5.F
Client accounts
77
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 21, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

3198 ROYAL LANE, SUITE 211
DALLAS, TX, 75229, United States

CRD 110494

Filing source

Form ADV 654573 · Jun 21, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.