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Alexander Joseph Yaftali

Member, Chief Investment OfficerMonograph Wealth Advisors, LLCCRD 4776126

About Alexander Joseph Yaftali

Alexander Joseph Yaftali is listed as Member, Chief Investment Officer at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. Form ADV reports a beneficial ownership band of Under 5%. Alexander Joseph Yaftali is associated with 2 registered advisers.

Reported ownership

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

Frequently asked questions

Where does Alexander Joseph Yaftali work?

Alexander Joseph Yaftali is listed as Member, Chief Investment Officer at Monograph Wealth Advisors, LLC on SEC Form ADV.

How much of Monograph Wealth Advisors, LLC does Alexander Joseph Yaftali own?

Form ADV reports a beneficial ownership band of Under 5%.

Monograph Wealth Advisors, LLC

TitleMember, Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2015
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Monograph Wealth Advisors, LLC

TitleTrustee
OwnershipOver 75%
Control personYes
Since2022
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