Edgar
Lesser
Monex Asset Management, Inc
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About this Advisor
Edgar Lesser is a financial advisor based in Houston, Texas, working with Monex Asset Management, Inc. Edgar has previously held positions at Monex Securities, Inc, Citibanamex, Universidad Iberoamericana, and Monex Asset Management, Inc. Edgar has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Edgar is part of Monex Asset Management, Inc, which operates out of Houston, Texas. The firm has 2 offices and 20 employees. The firm manages assets totaling $200.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Monex Asset Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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Monex Asset Management, Inc Brokerage Details
$200,926,531
20
300
$669,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Edgar Lesser Work History
Monex Asset Management, Inc
Monex Securities, Inc
Monex Securities, Inc
Citibanamex
Citibanamex
Citibanamex
Universidad Iberoamericana
Disclosures
Please visit the SEC profile of Edgar Lesser 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 Monex Asset Management, Inc
San Diego, CA
Houston, TX
San Antonio, TX
Houston, TX
Houston, TX
San Antonio, TX
Houston, TX
Houston, TX
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