MONUMENTAL FINANCIAL GROUP INC.
Legal name: BRIDGEMARK WEALTH MANAGEMENT
CRD #286177 SEC #801-120076 ROCKVILLE, MD (301) 850-0680
SEC Registered
Total AUM
$216.3M
Discretionary
$216.3M
Employees
5
Clients
251
Accounts
898
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $216.3M | $216.3M | $0 | 5 | 0 |
| Feb 2023 | $173.3M | $173.3M | $0 | 5 | 0 |
| Feb 2023 | $152.5M | $152.5M | $0 | 4 | 0 |
| Jan 2023 | $152.5M | $152.5M | $0 | 4 | 0 |
| Apr 2022 | $152.5M | $152.5M | $0 | 4 | 0 |
| Mar 2022 | $152.5M | $152.5M | $0 | 4 | 0 |
| Aug 2021 | $114M | $114M | $0 | 8 | 0 |
| Apr 2021 | $114M | $114M | $0 | 8 | 0 |
| Feb 2021 | $114M | $114M | $0 | 8 | 0 |
| Dec 2020 | $100.6M | $100.6M | $0 | 8 | 0 |
DateFeb 2024
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees8
Clients0
DateApr 2021
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees8
Clients0