Monument Group Wealth Advisors LLC
Legal Name: MONUMENT GROUP WEALTH ADVISORS, LLC
Full Contact Details
Monument Group Wealth Advisors LLC
801 MAIN STREET, SUITE 14, CONCORD, MA
978-369-7705
978-287-4208
Other Info
Monument Group Wealth Advisors LLC, a Delaware Limited Liability Company, employs 4 professionals with 2 serving in advisory roles. Although the number of clients they serve remains undisclosed, the firm's SEC status as Approved and registration date of August 14, 2001, reflect its dedication to operating within established legal regulations.
Financial Planning In Concord & Boston | Monument Wealth Advisors
Monument Group is your team of wealth management and investment planning advisors near your location in Massachusetts helping you achieve financial independence.
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Direct Owners
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LEE CHRISTOPHER MCGOWAN
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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THE BYRON EWART WOODMAN TRUST OF 1992
OWNER owns 75% or more
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THE LEE CHRISTOPHER MCGOWAN 2005 TRUST DATED AUGUST 5, 2005
MEMBER owns more than 10% but less than 25%
Indirect Owners
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BYRON EWART WOODMAN
TRUSTEE owns 75% or more
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LEE CHRISTOPHER MCGOWAN
TRUSTEE owns 75% or more