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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-31-2006
- Office Locations
- 1
Office Locations
About Mark Monreal & Associates
Mark Monreal & Associates (Austin, TX) serves business owners with integrated advice and business finance support, including commercial lending, insurance, and employee benefits, alongside financial planning and portfolio management. Client focus includes entrepreneurs and succession/retirement planning. Investment implementation leans heavily on ETF-based portfolios, with custody via Altruist. Differentiator: access to both traditional and non-traditional loan sources.
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Owner & Executives
MARK ANTHONY MONREAL
Associate, PRINCIPAL
- CRD
- #1190157
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,539,849 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,539,849 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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