Overview
Assets Under Management: $294 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 183
Average Client Assets: $979,103
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.94
Average High-Net-Worth Client Assets: $979,103
Total Client Accounts: 960
Discretionary Accounts: 960
Regulatory Filings
CRD Number: 167623
Filing ID: 2002826
Last Filing Date: 2025-07-09 16:04:00
Website: https://monorail.com