MONARCH ASSET MANAGEMENT LLC

MONARCH ASSET MANAGEMENT LLC of BRADENTON, FL is an SEC-registered investment adviser (CRD 166444). Regulatory assets under management: $75.6M.

Registration

• CRD: 166444
• Type: Registered investment adviser
• Location: 7282 55TH AVE. EAST, BRADENTON, FL, 34203
• Phone: (941) 361-1212
• Latest filing: 2026-02-09
• Regulatory AUM: $75.6M
• Discretionary AUM: $75.6M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166444 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search