Monocacy Wealth Management, LLC
Monocacy Wealth Management, LLC (CRD# 315979) is a financial advisory firm headquartered in Frederick, MD. They manage $17,508,540 in 114 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Monocacy Wealth Management, LLC
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts114ACCOUNTS
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Average Account Value$153,584
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Monocacy Wealth Management, LLC
1
Carter Shaffer (CRD# 6748338) is an Investment Advisor Representative working at Monocacy Wealth Management, LLC in Frederick, MD and has over 5 years of experience in the finance industry.
2
Timothy Miller (CRD# 6747255) is an Investment Advisor Representative working at Monocacy Wealth Management, LLC in Frederick, MD and has over 2 years of experience in the finance industry.
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