Monitor Group Inc (Mclean)

Name: Monitor Group Inc
Address: 1430 Spring Hill Road, Mclean, VA, 22102 3022
Telephone: 703-288-0500

Monitor Group Inc is a large advisory firm based in Mclean. It manages $462 million of regulatory assets for 198 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Florida, Louisiana, and 3 other states.

Monitor Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Monitor Group: assets under management

The assets under management (AUM) of Monitor Group Inc is $462 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 152% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $462 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.33 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay 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.

Careers at Monitor Group Inc

Harry Lynn Hopewell has been acting as President since 1 May 1999. Warren Lewis joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harry Lynn Hopewell	Chairman	1 May 1999	Other	719754
Lee E. Osterman	Director	1 May 1999	Other	4365790
Rawson Edward	Director	1 May 1999	Other	4365793
Elizabeth M. Dansereau Kautt	Director	1 May 1999	75% - 100%	4365801
Glenn Gregory Kautt	President	1 May 1999	75% - 100%	1363407
Edward Rawson	Director	1 May 1999	Other	4365793
Udell Calvin Brown	Vp - planning	1 Oct 2000	Other	1691999
Udell Calvin Brown	Vice president - planning	1 Jun 2003	Other	1691999
Derrick James Dansereau	Director of operations	1 Jun 2004	Other	4592498
Warren Lewis	Director	1 Sep 2006	Other	5226133

Based in Mclean

The principal office where 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.