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MONORAIL SECURITIES LLC

3322 Bee Ridge Rd
Sarasota, Florida 34239
Tel: (941) 925-2121

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About MONORAIL SECURITIES LLC

MONORAIL SECURITIES LLC, formally registered with the SEC as MONORAIL SECURITIES LLC. The firm was established in 10/18/2016. They have over 1 offices throughout the country.

MONORAIL SECURITIES LLC is a Sarasota, Florida based Financial Planning firm with nearly $146,815 assets under management, offering retirement planning & investment advisory services to 386 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#285309
SEC#801-108517
Assets Managed by Firm$146,815
No. of Clients386
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Subscription fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total386$146,815
Individuals (other than high net worth individuals)386$146,815

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