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Monere Investments, Inc.

EST. AUM
$312,000,000

CONTACTS
9

CLIENT ACCOUNTS
555

Firm Details

Metro area Chicago
CRD Number 173076
Website monereinvest.com
Client types

Overview

Monere Wealth Management, Inc. is an SEC-registered investment advisor (RIA) affiliated with Monere Investments, Inc., a broker-dealer. Both companies are owned by Monere Holdings, Inc. The firm conducts its advisory services on Lockwood’s platform, with assets held by Pershing, LLC, a subsidiary of BNY Mellon. Representatives engaged in advisory services must hold a Series 65 or 66 license or a professional designation such as CFP or CFA. Additional requirements apply to those acting as fully discretionary portfolio managers. Monere Wealth Management, Inc. provides investment management services through external asset managers and internally managed portfolios.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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