Monk, Stan

Overview

Stan Monk operates a single-owner, independent registered investment adviser organized as a sole proprietorship and registered with the SEC since 2008. The firm focuses on individual and family clients and bills on a percentage-of-assets-under-management basis. Core advisory services are financial planning and portfolio management for individuals and small businesses. The practice reports that it does not serve as a capital allocator, does not identify as an ESG-active manager, and is structured to manage client relationships on a non-multi-state basis.

Assets & Accounts

Investments & Alternatives