CRD: 135311
Monument Retirement & Wealth Advisory, LLC
$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-19-2009
- Office Locations
- 1
Office Locations
450 Century Parkway Suite 250 Allen TX
About Monument Retirement & Wealth Advisory, LLC
Monument Retirement & Wealth Advisory is an independent Texas RIA focused on retirees and pre-retirees, building retirement income and wealth-preservation strategies that balance insurance and investments and aim to reduce portfolio risk. The firm uses a RiskAlyze (Nitrogen) risk scoring process and custody through Fidelity/NFS, tailoring plans beyond traditional stock/bond/mutual-fund portfolios.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$343.5K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT CRAIG BADALI
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #2645281
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,901,478 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,901,478 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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