Financial advisers in Monrovia, CA
2 registered investment adviser firms in Monrovia managing $237M in assets, based on public SEC Form ADV filings.
O'Connor Wealth Management, INC.
Monrovia, CA · Est. 2024
Local
- AUM
- $179M
- Per adviser
- $90M
- Advisers
- 2
No reported disclosures
Transglobal Advisory, LLC
Monrovia, CA · Est. 2023
RegionalInternational
- AUM
- $58M
- Per adviser
- $2M
- Advisers
- 27
No reported disclosures