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Monument Advisory Group, LLC (Alexandria)


Monument Advisory Group, LLC is a large advisory firm based in Alexandria. It manages $199.79 million of regulatory assets for 1,096 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, District of Columbia, Florida, and 4 other states.

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Monument Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Monument Advisory Group: assets under management

The assets under management (AUM) of Monument Advisory Group, LLC is $199.79 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $144 million in discretionary accounts and $55.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $203.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $144.15 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monument Advisory Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alexandria

The principal office where Monument Advisory Group, LLC performs its advisory services is located at 1701 Duke Street, Alexandria, VA 22314, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-504-9600 or by fax 703-504-9607. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at monumentadvisorgroup.com.


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