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Building 2MONARCH VISION ADVISORS, L.L.C.

Map pinDALLAS, TX
Phone214-780-0100
NotebookSEC #801-70535
Total AUM
$28.3M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1445 ROSS AVENUE
SUITE 4900
DALLAS
TX 75202
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
214-780-0100

ReceiptFinancials

Total AUM
$28.3M
Accounts
8
Discretionary
$28.3M
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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