MONEX ASSET MANAGEMENT, INC.
SEC RegisteredAbout 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.
Areas of expertise
Services
International investment services
Who they serve
A select group of international investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 155 | $71M |
| High Net Worth Individuals | 351 | $261M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
17 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| From $0 to $100,000 | 1.75% |
| From $101,001 to $250,000 | 1.65% |
| From $250,001 to $500,000 | 1.50% |
| From $500,001 to $1,000,000 | 1.25% |
| From $1,000,001 and up | 1.05% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.