Northern Monarch Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 332937
- Website
- www.northernmonarch.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.6%
- Individuals37.27%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Northern Monarch Capital LLC is an independent, privately owned registered investment adviser that serves individual and family clients and small-business owners. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its billing mixes a percentage-of-assets-under-management fee with hourly charges. The adviser is organized as a limited liability company and operates as an independent RIA with an individual owner.
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
- Public Funds/Mutual Funds89%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- Exchange Traded Equities1%
Contacts
3 of 3
Allen Woodard
Investment Adviser RepresentativeCRD 5862845
Troy Colby
Investment Advisor RepresentativeCRD 6327283
Scott Smith
Investment Advisor RepresentativeCRD 2412430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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