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Naomi Ruth Monschein (Modesto)


Naomi Ruth Monschein is an internet adviser based in Modesto. It manages $18.04 million of regulatory assets for 488 client accounts. It has been registered with the SEC as an adviser since 2001.




Naomi Ruth Monschein provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Naomi Ruth Monschein: assets under management

The assets under management (AUM) of Naomi Ruth Monschein is $18.04 million. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.74 million in discretionary accounts and $4.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $22.77 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Naomi Ruth Monschein for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Modesto

The principal office where Naomi Ruth Monschein performs its advisory services is located at 1317 Oakdale Road, Modesto, CA 95355, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 209-549-8520 or by fax 209-549-8525. The normal business hours are 8:00am - 5:00pm mon-thur, 8:00am - 3:00pm on fri on Monday - Friday.


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