Monarch Asset Management LLC
Firm details
- Headquarters
- Bradenton, Florida
- CRD number
- 166444
- Website
- www.wealthmanagedwell.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.98%
- Individuals29.79%
- Charitable Organizations0.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Monarch Asset Management LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm provides discretionary portfolio management primarily for individuals, families and small businesses, and also works with institutional clients. Its advisory fees are charged as a percentage of assets under management. Monarch reports that it does not pursue ESG mandates and is not organized as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Paul Zeitz
President, DirectorCRD 2554929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bradenton, FL
Manatee
Location
Bradenton, FL
Headquartered in Bradenton, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Manatee
- Address
- 7282 55th Ave E
- Time zone
- ET (UTC-5)
- Office locations
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