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 registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its advisory fees are charged as a percentage of assets under management and on an hourly basis. The firm's filing indicates it is not positioned as a capital allocator or a multi-state adviser, and it does not identify as an active ESG investor.
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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