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Building 2MONORAIL SECURITIES LLC

Map pinSARASOTA, FL
Phone(941) 925-2121
NotebookSEC #801-108517
Total AUM
$388.7M
Employees
7
Clients
2,403

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3322 BEE RIDGE RD
SUITE 200
SARASOTA
FL 34239
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(941) 925-2121

ReceiptFinancials

Total AUM
$388.7M
Accounts
2,403
Discretionary
$388.7M
Accounts
2,403
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,403
AUM
$1.3M
HNW Individual Clients
1
AUM
$1.2M
Investment Advisor Clients
999
AUM
$386.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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