Alexander Joseph Yaftali

Employer firm

Monograph Wealth Advisors, LLC CRD 173949

$3.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 06/2022
  Monograph Wealth Advisors, Llc
  El Segundo, CA
• 07/2022 → 12/2022
  Monograph Wealth Advisors, Llc
  El Segundo, CA
• 01/2023 → Present
  Monograph Wealth Advisors, Llc
  Manhattan Beach, CA

Other Businesses

Name: Libretto LLC Investment-Related: Yes Address: 6060 Center Drive, 10th Floor, Los Angeles, CA 90045 Nature of business: Financial Planning Software Position: Member Start Date of Relationship: 03/2015 Hours/Month: None Hours during securities trading hours: None Duties: None

Designations

• Chartered Financial Analyst

Other Names

• Alex Yaftali
• Alexander J. Yaftali