MARK MONREAL & ASSOCIATES

MARK MONREAL & ASSOCIATES is an SEC-registered investment adviser (CRD 134346). Regulatory assets under management: $2.5M.

Registration

• CRD: 134346
• Type: Registered investment adviser
• Phone: 512-627-1287
• Latest filing: 2026-01-28
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 32

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134346 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search