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Monument Investments Inc. (Dallas)


Monument Investments Inc. is an adviser based in Dallas. It manages $38.48 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001.




Monument Investments provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Monument Investments: assets under management

The assets under management (AUM) of Monument Investments Inc. is $38.48 million. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.07 million in discretionary accounts and $4.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $473.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $882.4 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Monument Investments Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Monument Investments Inc. performs its advisory services is located at 3198 Royal Lane, Dallas, TX 75229, 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 214-360-9360 or by fax 214-360-9121. The normal business hours are by appointment only on Other.


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