Monroe Capital Partners, LLC

Monroe Capital Partners, LLC (CRD# 168275) is a financial advisory firm headquartered in Williamsburg, VA. They manage $77,238,171 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $919,502
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

VA

Financial Advisors at Monroe Capital Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John M. Monroe
CRD#: 2003487
1 Ford's Colony Drive, Ste 100, Williamsburg, VA 23188

John Monroe (CRD# 2003487) is an Investment Advisor Representative working at Monroe Capital Partners, LLC in Williamsburg, VA and has over 32 years of experience in the finance industry.

2
David E. Thiel
CRD#: 4642365
1 Ford's Colony Drive, Ste 100, Williamsburg, VA 23188

David Thiel (CRD# 4642365) is an Investment Advisor Representative working at Monroe Capital Partners, LLC in Williamsburg, VA and has over 19 years of experience in the finance industry.

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