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Building 2MONACO CAPITAL MANAGEMENT, LLC

Map pinVIRGINIA BEACH, VA
Phone(757) 333-7676
NotebookSEC #801-118695
Total AUM
$171.9M
Employees
3
Clients
445

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
448 VIKING DRIVE
SUITE 230
VIRGINIA BEACH
VA 23452
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
(757) 333-7676

ReceiptFinancials

Total AUM
$171.9M
Accounts
1,045
Discretionary
$170.1M
Accounts
956
Non-Discretionary
$1.7M
Accounts
89

ContactClients

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Individual Clients
391
AUM
$61.2M
HNW Individual Clients
42
AUM
$102.6M
Pension/Profit Sharing Plan Clients
5
AUM
$2.4M
Charitable Organization Clients
3
AUM
$2.8M
Corporation or Business Clients
4
AUM
$2.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
ALCAFLGAMDNCNHNJPASCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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