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MARK MONREAL & ASSOCIATES
MONREAL,MARK
CRD 134346
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$2.5M
Discretionary AUM
$2.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $2.5M |
| Charitable organizations | 1 | $44K |
All web addresses on file
Official SEC filing: View on IAPD