Monarch Asset Management LLC

Monarch Asset Management LLC (CRD# 166444) is a financial advisory firm headquartered in Bradenton, FL. They manage $64,700,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7282 55th Ave. East, #166, Bradenton, FL 34203
http://www.wealthmanagedwell.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $647,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Monarch Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Zeitz, financial advisor Bradenton FL
Paul B. Zeitz
CRD#: 2554929
7282 55th Ave. East, #166, Bradenton, FL 34203

Paul Zeitz (CRD# 2554929) is an Investment Advisor Representative working at Monarch Asset Management LLC in Bradenton, FL and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals