MONUMENT GROUP WEALTH ADVISORS, LLC of CONCORD, MA is an SEC-registered investment adviser (CRD 111908). Regulatory assets under management: $678.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Lee Christopher Mcgowan | CHIEF COMPLIANCE OFFICER AND PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER & SENIOR WEALTH ADVISOR; TRUSTEE | — |
| Byron Ewart Woodman | FOUNDER AND CEO; TRUSTEE | — |
| EATON WILLIAM LAWRENCE | MEMBER-MANAGER | — |
| WOODMAN BYRON EWART | FOUNDER AND CEO; MEMBER-MANAGER; PRESIDENT (+1 more) | — |
| HUFFMAN MARK GORDON | CHIEF COMPLIANCE OFFICER | — |
| COHEN DAVID LAWRENCE | CHIEF COMPLIANCE OFFICER | — |
| MCGOWAN LEE CHRISTOPHER | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER (+5 more) | — |
| Lauren Alene Donahue | TRUSTEE | — |
| Rose Mary Mcgowan | TRUSTEE | — |