Joshua James Monroe
Chief Investment OfficerAdvisorengine Portfolio Solutions Inc.CRD 8299298
About Joshua James Monroe
Joshua James Monroe is listed as Chief Investment Officer at Advisorengine Portfolio Solutions Inc. in Raleigh, NC. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Advisorengine Portfolio Solutions Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joshua James Monroe work?
Joshua James Monroe is listed as Chief Investment Officer at Advisorengine Portfolio Solutions Inc. on SEC Form ADV.
How much of Advisorengine Portfolio Solutions Inc. does Joshua James Monroe own?
Form ADV reports a beneficial ownership band of Under 5%.
Advisorengine Portfolio Solutions Inc.
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |