Overview
Assets Under Management: $172 million
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 42
Average Client Assets: $2.4 million
Frequently Asked Questions
MONACO CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130174), MONACO CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MONACO CAPITAL MANAGEMENT, LLC is headquartered in VIRGINIA BEACH, VA.
MONACO CAPITAL MANAGEMENT, LLC serves 42 high-net-worth clients according to their SEC filing dated February 16, 2024. View client details ↓
According to their SEC Form ADV, MONACO CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MONACO CAPITAL MANAGEMENT, LLC manages $172 million in client assets according to their SEC filing dated February 16, 2024.
According to their SEC Form ADV, MONACO CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.72%
Average Client Assets: $2.4 million
Total Client Accounts: 1,045
Discretionary Accounts: 956
Non-Discretionary Accounts: 89
Regulatory Filings
CRD Number: 130174
Filing ID: 1824189
Last Filing Date: 2024-02-16 15:50:00