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Financial ADVSR advisor directory · SEC adviser records

Monex Asset Management, Inc. financial advisors

Every SEC-registered investment adviser representative at Monex Asset Management, Inc., by the state and city of the office they work from.

15 registered advisors work at Monex Asset Management, Inc., in 2 states and 3 cities; the most are in Houston, TX (11). 1 list the CFP designation and 15 are also registered broker representatives.

Cities with the most Monex Asset Management, Inc. advisors

Houston, TX 11San Antonio, TX 2San Diego, CA 2

Monex Asset Management, Inc. advisors by state

Questions

How many financial advisors does Monex Asset Management, Inc. have?

15 investment adviser representatives are registered with Monex Asset Management, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 1 list the CFP designation and 15 are also registered as broker representatives.

Where does Monex Asset Management, Inc. have the most advisors?

Houston, TX, with 11 registered advisors, then San Antonio, TX (2). By state, Texas has the most, with 13.

How do I find a Monex Asset Management, Inc. financial advisor near me?

Pick your state below, then your city, to see every Monex Asset Management, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Monex Asset Management, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →