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MONARCH ASSET MANAGEMENT LLC
CRD 166444
7282 55TH AVE. EAST, #166, BRADENTON, FL, 34203, United States
Phone
(941) 361-1212
Fax
941-761-5728
Registration
— (—)
Source
State registered
Total AUM
$75.6M
Discretionary AUM
$75.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $22.5M |
| High net worth individuals | 10 | $52.9M |
| Charitable organizations | 2 | $173K |
All web addresses on file
Official SEC filing: View on IAPD