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MONACO CAPITAL MANAGEMENT, LLC

448 Viking Drive
Suite 230
Virginia Beach, Virginia 23452
Tel: (757) 333-7676

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About MONACO CAPITAL MANAGEMENT, LLC

MONACO CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MONACO CAPITAL MANAGEMENT, LLC. The firm was established in 05/08/2020. They have over 4 offices throughout the country.

MONACO CAPITAL MANAGEMENT, LLC is a Virginia Beach, Virginia based Financial Planning firm with nearly $171,862,563 assets under management, offering retirement planning & investment advisory services to 1045 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#130174
SEC#801-118695
Assets Managed by Firm$171,862,563
No. of Clients1045
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total1045$171,862,563
Individuals (other than high net worth individuals)391$61,221,218
High net worth individuals42$102,631,451
Pension and profit sharing plans5$2,360,848
Charitable organizations3$2,774,185
Corporations or other businesses4$2,874,861

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