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MONACO CAPITAL MANAGEMENT, LLC
448 Viking Drive
Suite 230
Virginia Beach, Virginia 23452
Tel: (757) 333-7676
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 Status | Approved |
|---|---|
| Firm CRD# | 130174 |
| SEC# | 801-118695 |
| Assets Managed by Firm | $171,862,563 |
| No. of Clients | 1045 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1045 | $171,862,563 |
| Individuals (other than high net worth individuals) | 391 | $61,221,218 |
| High net worth individuals | 42 | $102,631,451 |
| Pension and profit sharing plans | 5 | $2,360,848 |
| Charitable organizations | 3 | $2,774,185 |
| Corporations or other businesses | 4 | $2,874,861 |
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