Monolith Financial Group is an independent advisory firm that is experienced in building a lasting, trusting relationship with every client we serve. Insurance products are offered through the insurance business Monolith Financial Group, Inc. Monolith Financial Group, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Monolith Financial Group, Inc. are not subject to Investment Advisor requirements. CA Ins. Lic. #0N14019 1919602 - 7/23
View Top Employees from Monolith Financial Group| Website | http://www.monolithfinancial.com |
| Revenue | $2.4 million |
| Employees | 3 (1 on RocketReach) |
| Address | 6806 Fallsbrook Court Suite 1, Granite Bay, California 95746, US |
| Phone | (916) 367-6430 |
| Fax | (916) 357-9797 |
| Technologies |
JavaScript,
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Ballard Financial Group, Lakeview Retirement Planning |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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Monolith Financial Group Questions
The Monolith Financial Group annual revenue was $2.4 million in 2024.
Camille Mitchell is the CFO of Monolith Financial Group.
1 people are employed at Monolith Financial Group.
Monolith Financial Group is based in Granite Bay, California.
The NAICS codes for Monolith Financial Group are [52393, 523, 52, 5239].
The SIC codes for Monolith Financial Group are [62, 628].
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