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- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-10-2008
- Office Locations
- 3
Office Locations
About Monex Asset Management, Inc.
Monex Asset Management, Inc. serves a select group of international investors, with roots dating to 1992. The firm provides portfolio management and asset allocation across public markets, with a notable fixed-income orientation (including investment-grade and municipal bonds) alongside funds and ETFs. It supports both retail and institutional relationships and can custody assets through Pershing.
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Owner & Executives
CESAR IVAN III CAZARES CUEVAS
AML OFFICER, Chief Compliance Officer
- CRD
- #5866231
- Ownership
- Less than 5%
RUBEN DARIO CONTRERAS
Chief Executive Officer, Chief Financial Officer, President
- CRD
- #5468327
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PATRICIO ARIAS SARTORIUS
--
- CRD
- #7240921
JOSE CARLOS BALCAZAR
--
- CRD
- #5415406
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $529,514,123 | $1,131,440 |
| Non-Discretionary | $121,354,052 | $919,349 |
| Total | $650,868,175 | $1,084,780 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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