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MONUMENT INVESTMENTS INC.
CRD 110494 · SEC 801-52693
49 S MAIN ST, ALBANY, TX, 76430, United States
Phone
214-543-9947
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$44.0M
Discretionary AUM
$44.0M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $43.1M |
Official SEC filing: View on IAPD