Overview
Assets Under Management: $295 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 3
Average Client Assets: $39 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.26
Average High-Net-Worth Client Assets: $39 million
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