Monarch Financial Corporation Of America (New York)

Monarch Financial Corporation Of America provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Monarch Financial Corporation Of America: assets under management

The assets under management (AUM) of Monarch Financial Corporation Of America is $48.1 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.95 million in discretionary accounts and $20.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.64 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.24 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monarch Financial Corporation Of America for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in New York

The principal office where Monarch Financial Corporation Of America performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-332-7000 or by fax 212-332-7043. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.monarchfinancialcorp.com.

Registered investment advisers similar to Monarch Financial Corporation Of America

• Sterling Financial Services
• Economic Benefits Corp
• Equity Advisors
• Windermere Wealth Advisors
• Emergent Capital Advisors
• Sadler Capital Management
• Harbor Springs Financial Management
• Krs Capital Management
• Elm Money Management
• Kiely Capital Management
• Fifth Set Investment Advisors
• Consolidated Financial Services Of Georgia
• Green Square Capital Louisville
• Investment Counselors Of Alabama
• Nissim & Gavidia Wealth Management & Financial Planning