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Monarch Financial Corporation Of America (New York)


Monarch Financial Corporation Of America is a large advisory firm based in New York. It manages $48.1 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New York.

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Monarch Financial Corporation Of America provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Monarch Financial Corporation Of America: assets under management

The assets under management (AUM) of Monarch Financial Corporation Of America is $48.1 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.95 million in discretionary accounts and $20.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.64 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.24 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monarch Financial Corporation Of America for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Lbc Western Shareholder 1 Aug 2009 75% - 100% 12-3456789

Based in New York

The principal office where Monarch Financial Corporation Of America performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-332-7000 or by fax 212-332-7043. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.monarchfinancialcorp.com.


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