3322 Bee Ridge Rd
Sarasota, Florida 34239
Tel: (941) 925-2121
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285309 |
| SEC# | 801-108517 |
| Assets Managed by Firm | $146,815 |
| No. of Clients | 386 |
| No. of Advisors | 4 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 386 | $146,815 |
| Individuals (other than high net worth individuals) | 386 | $146,815 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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