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Monex Asset Management, Inc.

● SEC registered since 2021CRD 148123SEC# 801-120366Houston, TX
Export (members)
Reg. AUM
$386.3M
Employees
20
Accounts
528
Location
Houston, TX

Monex Asset Management, Inc. assets under management

Monex Asset Management, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 2021. It reports $386.3 million in regulatory assets under management and employs 20 people.

Monex Asset Management, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Cesar Ivan III Cazares Cuevas ControlChief Compliance Officer & Aml OfficerUnder 5%2025
Monex Casa de Bolsa, S.A. de C.v. ControlShareholderOver 75%2008
Ruben Dario Contreras ControlPresident, Ceo And CfoUnder 5%2025
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Frequently asked questions

How much does Monex Asset Management, Inc. manage?

Monex Asset Management, Inc. reports $386.3 million in regulatory assets under management on its Form ADV.

How many employees does Monex Asset Management, Inc. have?

Monex Asset Management, Inc. reports 20 employees.

Where is Monex Asset Management, Inc. located?

Monex Asset Management, Inc. is based in Houston, TX and has been SEC-registered since 2021.

Does Monex Asset Management, Inc. disclose fund performance?

Monex Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address440 Louisiana Street, Suite 1240, Houston, TX 77002
Phone713-877-8234
Fax713-877-8381
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$282.2M
Non-discretionary$104.1M
Total (RAUM)$386.3M