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Building 2MONARCH FINANICAL CORPORATION OF AMERICA

Map pinNEW YORK, NY
Phone212-332-7000
NotebookSEC #801-60896
Total AUM
$48.1M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
230 PARK AVENUE
SUITE 939
NEW YORK
NY 10169
United States
Operating Hours
8-5
Monday - Friday
Phone
212-332-7000

ReceiptFinancials

Total AUM
$48.1M
Accounts
26
Discretionary
$27.9M
Accounts
17
Non-Discretionary
$20.2M
Accounts
9

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Pending Civil ProceedingSRO Rule Violation
State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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