Monex Asset Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 148123
- SEC number
- 801-120366
- Firm type
- RIA
- Assets under management
- $650.9M as of May 28, 2026
- Website
- www.monexsec.com ↗
- Phone
- 713-877-8234
- Address
- 440 Louisiana Street, Houston, TX, 77002
Advisors at this firm
17 in our index · page 1 of 1
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Patricio Arias SartoriusCRD 7240921 · Houston, TXIA RegisteredBroker
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Jose Carlos BalcazarCRD 5415406 · Houston, TXIA RegisteredBroker
-
Jose Angel BeltranCRD 7442324 · Houston, TXIA RegisteredBroker
-
Diego Carus GarridoCRD 7596398 · Houston, TXIA RegisteredBroker
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Cristina EddyCRD 5225913 · San Diego, CAIA RegisteredBroker
-
Oscar R FloresCRD 861991 · San Antonio, TXIA RegisteredBrokerDisclosure event(s) on record
-
Bernardo HubardCRD 5051597 · Houston, TXIA RegisteredBrokerDisclosure event(s) on record
-
Victor JoffeCRD 2168623 · San Antonio, TXIA RegisteredBroker
-
Edgar LesserCRD 7657223 · Houston, TXIA RegisteredBroker
-
Alfonso Lopez Portillo MartinezCRD 6462245 · Houston, TXIA RegisteredBroker
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Charles David LautzCRD 2493734 · San Diego, CAIA RegisteredBrokerDisclosure event(s) on record
-
Francisco MalfavonCRD 5116125 · San Diego, CAIA RegisteredBrokerDisclosure event(s) on record
-
Antonio Fernando Mariscal RomeroCRD 6619179 · Houston, TXIA RegisteredBrokerDisclosure event(s) on record
-
Luis Osawa GuerreroCRD 6958307 · Houston, TXIA RegisteredBroker
-
Rodolfo Alejandro Ruiz ParesCRD 5773378 · Houston, TXIA RegisteredBroker
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Emilio Aleko SotoCRD 7073741 · Houston, TXIA RegisteredBroker
-
Inaki Suarez SalinasCRD 6696005 · Houston, TXIA RegisteredBroker
1–17 of 17
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 148123 ↗
FINRA BrokerCheck record for firm CRD 148123 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.