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MONUMENT ADVISERS
MONUMENT ADVISERS LLC
CRD 331623
550 CONGRESSIONAL BLVD, SUITE 350, CARMEL, IN, 46032, United States
Phone
317-210-1051
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.5M
Discretionary AUM
$9.4M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $3.6M |
| High net worth individuals | 5 | $1.9M |
| Charitable organizations | 1 | $2.4M |
| Corporations/business entities | 1 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD