AdFi
MA

Monex Asset Management, Inc.

SEC Registered
Assets Under Management
$500M–$1B
Year Founded
1992
Office Locations
3 offices
Total Accounts
600

About the firm

Monex Securities was incorporated in January 1992 with the objective of satisfying thoroughly and efficiently the international investment needs of its customers. Its mission is to meet the needs of a select group of international investors.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInvestment CompaniesCorporationsOther

Areas of expertise

International InvestmentsSecuritiesBroker-dealer

Services

International investment services

Who they serve

A select group of international investors

Leadership

Monex Casa De Bolsa
SHAREHOLDER
Jesus Heiras
SHAREHOLDER, PRESIDENT, DESIGNATED OFFICER
Hector Lagos Donde
PRESIDENT/BOARD OF DIRECTORS
Monex Sab De Cv
SHAREHOLDER
Ruben Dario Contreras
CHIEF COMPLIANCE OFFICER

Office locations

3 offices in 2 states
TX
HoustonHQ
CA
San Diego
TX
San Antonio

Advisors at this firm

17 advisors in the directory

Regulatory & compliance

CRD number
#148123
SEC Number
801-120366
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee
Minimum: $300,000 (waivable)
Asset tierAnnual rate
From $0 to $100,0001.75%
From $101,001 to $250,0001.65%
From $250,001 to $500,0001.50%
From $500,001 to $1,000,0001.25%
From $1,000,001 and up1.05%

Data as of July 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Monex Asset Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Monex Asset Management in Houston, TX - Fees & Services