Monarch Asset Management LLC
Monarch Asset Management LLC (CRD# 166444) is a financial advisory firm headquartered in Bradenton, FL. They manage $41,186,000 in 57 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management41MILLION
Total Number of Accounts57ACCOUNTS
Average Account Value$722,561
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Timothy Calpin (CRD# 4895353) is an Investment Advisor Representative working at Monarch Asset Management LLC in Sarasota, FL and has over 13 years of experience in the finance industry.
Paul Zeitz (CRD# 2554929) is an Investment Advisor Representative working at Monarch Asset Management LLC in Bradenton, FL and has over 23 years of experience in the finance industry.