MONVIA FINANCIAL L.P.

Overview

Monvia Financial L.P. is an independent registered investment adviser organized as a limited partnership. The firm serves both individual and family clients as well as institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM pricing with the option for fixed fees. Monvia reports it is not an active ESG investor and is not structured as a capital allocator; it also lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices