Investment adviser · CRD 147990

MONARCH CAPITAL, INC.

Investment adviser filing (IA)

BEVERLY HILLS, CA, United States · Form ADV filed Sep 4, 2012

Regulatory AUM
$39.2M
Form ADV · Item 5.F
Client accounts
135
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 4, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

9301 WILSHIRE BOULEVARD, STE. 613
BEVERLY HILLS, CA, 90210, United States

CRD 147990

Filing source

Form ADV 668124 · Sep 4, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.