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The Monroe Team, Inc (Burlingame)


The Monroe Team, Inc is an adviser based in Burlingame. It manages $35 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.

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The Monroe Team provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Monroe Team: assets under management

The assets under management (AUM) of The Monroe Team, Inc is $35 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Monroe Team, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Burlingame

The principal office where The Monroe Team, Inc performs its advisory services is located at 1633 Bayshore Highway, Burlingame, CA 94010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-262-0130. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.thekey2retire.com.


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