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- Custodian
- Fidelity/NFS · Folio Investments · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2005
- Office Locations
- 1
Office Locations
About Monsour Advisory Services, Inc.
Monsour Advisory Services, Inc. is an independent RIA in Roanoke, VA serving retail and institutional clients with asset management and financial planning, including estate and tax planning and portfolio construction. The firm emphasizes asset-allocation portfolios using public funds and fixed income (U.S. government/agency and investment-grade corporate bonds), with some ETF exposure. Custody includes Fidelity/NFS and TD Ameritrade.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW MICHAEL MONSOUR
Chief Compliance Officer, President
- CRD
- #2589093
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,046,025 | -- |
| Non-Discretionary | $11,776,333 | -- |
| Total | $98,822,358 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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