Blue Monarch Financial Inc.

Overview

Blue Monarch Financial Inc. is an independent, owner-operated registered investment adviser organized as a corporation that serves individual and family clients. The firm charges fees based on a percentage of assets under management and combines portfolio management for individuals and small businesses with the selection of unaffiliated advisers. It also operates as an insurance broker, which feeds into its product mix and distribution capabilities. The snapshot flags the firm as a capital allocator rather than an active ESG investor; filings indicate it is not registered as a multi-state adviser despite maintaining more than one office location.

Assets & Accounts

Investments & Alternatives