M
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-29-2017
- Office Locations
- 1
Office Locations
2250 Point Boulevard Suite 210 Elgin IL
About Monotelo Wealth Partners
Monotelo Wealth Partners is a Elgin-based RIA. The firm has been operating for 9 years. Managing $40.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$40.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Zenith glacier
Client Personas
Beacon pioneer
Investment Themes
Horizon
Investment Vehicles
Matrix unison
Services
Delta Focus glacier
Owner & Executives
JAMES PATRICK RICHTER
Chief Executive Officer, President
- CRD
- #3092566
- Ownership
- 75% or more
(648) 239-6409
oak.atlas@unisoncapital.com
in linkedin.com/in/meridian-eagle
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,000,000
Equity - Exchange:
16.4% Equity - OTC:
32.0% U.S. Government/Agency:
18.5% Cash:
33.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,462,839,999 | 16.4% |
| Equity - OTC | $2,854,321,949 | 32.0% |
| U.S. Government/Agency | $1,650,154,877 | 18.5% |
| Cash | $2,952,439,266 | 33.1% |
| Total | $8,919,756,091 | 100.0% |