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Building 2MONARCH CAPITAL MANAGEMENT INC

Map pinFORT WAYNE, IN
Phone260-422-2765
NotebookSEC #801-46796
Total AUM
$495.7M
Employees
8
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
127 W BERRY STREET
SUITE 402
FORT WAYNE
IN 46802
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
260-422-2765

ReceiptFinancials

Total AUM
$495.7M
Accounts
373
Discretionary
$495.7M
Accounts
373
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$28.1M
HNW Individual Clients
90
AUM
$323.8M
Pension/Profit Sharing Plan Clients
2
AUM
$29.6M
Charitable Organization Clients
17
AUM
$103.9M
Corporation or Business Clients
2
AUM
$10.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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