Monarch Asset Management LLC

Overview

Monarch Asset Management LLC is a privately held, limited liability investment adviser that serves both individual and institutional clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses. Monarch reports an owner-type of individual and does not position itself as a pension consultant, capital allocator, related adviser, or multi-state adviser. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives