Alexander Joseph Yaftali
Member, Chief Investment OfficerMonograph Wealth Advisors, LLCCRD 4776126
About Alexander Joseph Yaftali
Alexander Joseph Yaftali is listed as Member, Chief Investment Officer at Monograph Wealth Advisors, LLC in Manhattan Beach, CA. Form ADV reports a beneficial ownership band of Under 5%. Alexander Joseph Yaftali is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Monograph Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alexander Joseph Yaftali work?
Alexander Joseph Yaftali is listed as Member, Chief Investment Officer at Monograph Wealth Advisors, LLC on SEC Form ADV.
How much of Monograph Wealth Advisors, LLC does Alexander Joseph Yaftali own?
Form ADV reports a beneficial ownership band of Under 5%.
Monograph Wealth Advisors, LLC
| Title | Member, Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
Monograph Wealth Advisors, LLC
| Title | Trustee |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |