Monarch Asset Management LLC

Monarch Asset Management LLC (CRD# 166444) is a financial advisory firm headquartered in Sarasota, FL. They manage $74,000,000 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $1,057,143
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Monarch Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy C. Calpin
CRD#: 4895353
2639 Fruitville Road, Suite 303, Sarasota, FL 34237
93
Wealthminder
score

Timothy Calpin (CRD# 4895353) is an Investment Advisor Representative working at Monarch Asset Management LLC in Sarasota, FL and has over 11 years of experience in the finance industry.

2
Paul B. Zeitz
CRD#: 2554929
2639 Fruitville Road, Suite 303, Sarasota, FL 34237
93
Wealthminder
score

Paul Zeitz (CRD# 2554929) is an Investment Advisor Representative working at Monarch Asset Management LLC in Sarasota, FL and has over 21 years of experience in the finance industry.

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