Coco
Lorenzo
Monograph Wealth Advisors, LLC
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About this Advisor
Coco Lorenzo is a financial advisor based in El Segundo, California, working with Monograph Wealth Advisors, LLC. Coco has previously held positions at Stonemark Wealth Management Fka Wespac Advisors Socal LLC, The Leaders Group Inc, and Monograph Wealth Advisors, LLC. Coco has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Coco is part of Monograph Wealth Advisors, LLC, which operates out of El Segundo, California. The firm has 15 employees and manages assets totaling $2.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Monograph Wealth Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Monograph Wealth Advisors, LLC Brokerage Details
$2,228,031,447
15
954
$2,335,463
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Coco Lorenzo Work History
Monograph Wealth Advisors, LLC
The Leaders Group Inc
Stonemark Wealth Management Fka Wespac Advisors Socal LLC
Disclosures
Please visit the SEC profile of Coco Lorenzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monograph Wealth Advisors, LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
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