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MONARCH

NEW YORK, NY · CRD 159465 · IAPD ↗ · monarchlp.com · 212-554-1700

$16.69BRegulatory AUM
42Advisory reps
107Employees
5Clients
n/aPlanning clients
44Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2024 — MONARCH reported RAUM up 41% ($10.15B -> $14.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.