Overview
Assets Under Management: $295 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 183
Average Client Assets: $979,103
Frequently Asked Questions
MONORAIL SECURITIES 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 #285309), MONORAIL SECURITIES LLC is subject to fiduciary duty under federal law.
MONORAIL SECURITIES LLC is headquartered in SARASOTA, FL.
MONORAIL SECURITIES LLC serves 183 high-net-worth clients according to their SEC filing dated July 09, 2025. View client details ↓
According to their SEC Form ADV, MONORAIL SECURITIES LLC offers portfolio management for individuals. View all service details ↓
MONORAIL SECURITIES LLC manages $295 million in client assets according to their SEC filing dated July 09, 2025.
According to their SEC Form ADV, MONORAIL SECURITIES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 183
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.74
Average High-Net-Worth Client Assets: $979,103
Total Client Accounts: 1,948
Discretionary Accounts: 1,948
Regulatory Filings
CRD Number: 285309
Filing ID: 2002829
Last Filing Date: 2025-07-09 16:08:00
Website: https://monorail.com