Monarch Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1672 Monroe Ave Ste A, Rochester, New Yo...

Phone Number

(585) 484-1400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
1
1
1

About Monarch Wealth Management

Established in 2014, Monarch Wealth Management, LLC provides comprehensive investment advisory and consulting services aimed at helping clients achieve their financial goals. The company adopts a holistic approach to financial planning, focusing on both short-term and long-term objectives while developing customized investment strategies tailored to individual needs and risk tolerance. Their process includes initial consultations, detailed planning, implementation, and ongoing management of investment portfolios. Monarch Wealth Management primarily serves clients seeking personalized financial guidance and investment management.Explore more
Monarch Wealth Management's Social MediaPopular SearchesMonarch Wealth Management LLCMonarch Wealth ManagementMonarch Management Group LLCMonarch Alliance LLCMonarch WealthSIC Code 62,628NAICS Code 52,523Show more

Monarch Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Monarch Wealth Management

<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2019
DB
Darrin BrooksRepresentative
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
1-10
Private
-
2013
TG
Tammi GatesScheduling Manager
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Monarch Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Monarch Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Monarch Wealth Management.

Monarch Wealth Management Tech Stack

A closer look at the technologies used by Monarch Wealth Management

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Frequently Asked Questions Regarding Monarch Wealth Management

What is Monarch Wealth Management's official website?
Monarch Wealth Management's official website is www.monarchwealthmanagement.com
What is Monarch Wealth Management's Revenue?
Monarch Wealth Management's revenue is <$5 Million
What is Monarch Wealth Management's SIC code?
Monarch Wealth Management's SIC: 62,628
What is Monarch Wealth Management's NAICS code?
Monarch Wealth Management's NAICS: 52,523
How many employees does Monarch Wealth Management have?
Monarch Wealth Management has 1-10 employees
What industry does Monarch Wealth Management belong to?
Monarch Wealth Management is in the industry of: Finance, Securities Trading
What is Monarch Wealth Management competition?
Monarch Wealth Management top competitors include: Triton Wealth, Copper Canyon Wealth Management, Baystate Financial, Nabell Winslow Investments
What technology does Monarch Wealth Management use?
Some of the popular technologies that Monarch Wealth Management uses are: goo.gl, reCAPTCHA, Google Universal Analytics, Proofpoint
How do I contact Monarch Wealth Management?
Monarch Wealth Management contact info: Phone number: (585) 484-1400 Website: www.monarchwealthmanagement.com
What does Monarch Wealth Management do?

Established in 2014, Monarch Wealth Management, LLC provides comprehensive investment advisory and consulting services aimed at helping clients achieve their financial goals. The company adopts a holistic approach to financial planning, focusing on both short-term and long-term objectives while developing customized investment strategies tailored t... o individual needs and risk tolerance. Their process includes initial consultations, detailed planning, implementation, and ongoing management of investment portfolios. Monarch Wealth Management primarily serves clients seeking personalized financial guidance and investment management.Read More

What are Monarch Wealth Management social media links?
Monarch Wealth Management Linkedin page Monarch Wealth Management Twitter page Monarch Wealth Management Facebook page
Is Monarch Wealth Management a public company?
Monarch Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Monarch Wealth Management

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