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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-17-2013
- Office Locations
- 2
Office Locations
About Monvia Financial L.p.
Monvia Financial is a fee-only fiduciary RIA in Walnut Creek, CA providing values-based financial planning and investment management for global citizens/expats, women in transition, and business owners/executives. The team emphasizes cross-border and tax-efficient strategies, estate and insurance coordination, and retirement and exit planning, including impact-oriented and select alternative/private opportunities. Custodied at Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL BO HANSEN
Partner, PRINCIPAL
- CRD
- #4471989
- Ownership
- Less than 5%
PAMELA ANN JACOBS
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #3064512
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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HAROLD OSCAR LOWE III
Financial Planner
- CRD
- #4657766
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,852,816 | -- |
| Non-Discretionary | $457,506 | -- |
| Total | $90,310,322 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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