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MONSOUR ADVISORY SERVICES, INC.
CRD 134333
2762 ELECTRIC ROAD, SUITE B, ROANOKE, VA, 24018, United States
Phone
540-989-6578
Fax
540-989-2093
Registration
— (—)
Source
State registered
Total AUM
$98.8M
Discretionary AUM
$87.0M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISOR FEES
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $24.0M |
| High net worth individuals | 27 | $63.1M |
| Pension/profit sharing plans | 4 | $11.8M |
All web addresses on file
Official SEC filing: View on IAPD