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Alexander J. Yaftali Family Trust

MemberMonograph Wealth Advisors, LLC

About Alexander J. Yaftali Family Trust

Alexander J. Yaftali Family Trust is listed as Member at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Monograph Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Alexander J. Yaftali Family Trust work?

Alexander J. Yaftali Family Trust is listed as Member at Monograph Wealth Advisors, LLC on SEC Form ADV.

How much of Monograph Wealth Advisors, LLC does Alexander J. Yaftali Family Trust own?

Form ADV reports a beneficial ownership band of 5-10%.

Monograph Wealth Advisors, LLC

TitleMember
Ownership5-10%
Control personNo
Since2022