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- Custodian
- Altruist ยท Charles Schwab & Company
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $120.9K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on January 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Mark Monreal & Associates has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.