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Coco M Lorenzo

MemberMonograph Wealth Advisors, LLCCRD 4598724

About Coco M Lorenzo

Coco M Lorenzo is listed as Member at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Monograph Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Coco M Lorenzo work?

Coco M Lorenzo is listed as Member at Monograph Wealth Advisors, LLC on SEC Form ADV.

How much of Monograph Wealth Advisors, LLC does Coco M Lorenzo own?

Form ADV reports a beneficial ownership band of Over 75%.

Monograph Wealth Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2022
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