The Monitor Group, Inc. is a large advisory firm based in Mclean. It manages $461.01 million of regulatory assets for 261 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of District of Columbia, Florida, Louisiana, and 3 other states.
The Monitor Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Monitor Group, Inc. is $461.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay The Monitor Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Elizabeth M. Dansereau Kautt has been acting as President since 1 May 1999. Derrick James Dansereau joined the executive team most recently as the Director Of Operations.
The principal office where The Monitor Group, Inc. performs its advisory services is located at 1430 Spring Hill Road, Mclean, VA 22102 3022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-288-0500 or by fax 703-288-0900. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.themonitorgroup.com.