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- Custodian
- BMO Harris ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Alpha legacyVertex horizon
- Established Date
- 02-25-2013
- Office Locations
- 1
Office Locations
About Monarch Asset Management LLC
Monarch Asset Management (Bradenton, FL) is a fiduciary RIA providing integrated wealth management and active portfolio management. Portfolios are customized using individual security selection plus sector and broad asset allocation, with tax-aware trading, risk mitigation, and research-driven monitoring; exposures include quality dividend-growth large caps alongside small/mid-cap, international/emerging markets, and alternatives/commodities. Estate and charitable planning are included, with optional financial planning and bill pay. Distinctively, Monarch avoids commissions/soft-dollars and stresses all-in fee transparency and client access to information.
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Platform
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Owner & Executives
PAUL BRIAN ZEITZ
Chief Compliance Officer, Director of Investments, Managing Member, President
- CRD
- #2554929
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,629,123 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,629,123 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,629,123
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,557,231,002 | 19.3% |
| Public Funds | $2,331,812,227 | 28.9% |
| Cash | $427,633,384 | 5.3% |
| Corporate - Investment Grade | $1,363,585,696 | 16.9% |
| Municipal Bonds | $2,388,292,108 | 29.6% |
| Total | $8,068,554,417 | 100.0% |