Overview
Assets Under Management: $476 million
Headquarters: FORT WAYNE, IN
High-Net-Worth Clients: 88
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 365
Discretionary Accounts: 365
Regulatory Filings
CRD Number: 106244
Last Filing Date: 2025-02-14 00:00:00
Website: https://monarchcapitalmgmt.com