# Mark Monreal & Associates

> Mark Monreal & Associates is a state-registered investment advisory firm, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 134346
- Filed as: MARK MONREAL & ASSOCIATES
- Legal name: Monreal,mark
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134346
- AdvisorCensus page: https://advisorcensus.com/firm/mark-monreal-and-associates-134346

## Quick answers

**How is Mark Monreal & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Mark Monreal & Associates reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Mark Monreal & Associates registered with the SEC or a state?**
Mark Monreal & Associates is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 134346.

**How much does Mark Monreal & Associates manage?**
Mark Monreal & Associates reports $2,539,849 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**What types of clients does Mark Monreal & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); charitable organizations (1).

**Does Mark Monreal & Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/134346

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,539,849
- Discretionary: $2,539,849
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $2,496,275 |
| Charitable organizations | 1 | $43,574 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mmafinancial.com
- Facebook facebook.com
- LinkedIn @mark-monreal-cfp-b6543724

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mark Monreal & Associates (CRD 134346): Form ADV filing data as of October 2026.