Monarch

Monarch (CRD# 159465) is a financial advisory firm headquartered in New York, NY. They manage $14,311,767,870 in 35 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,312
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $408,907,653
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NY, TN

Financial Advisors at Monarch
No Advisor Found.
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