Monarch Vision Advisors, L.L.C. is a large advisory firm based in Dallas. It manages $28.32 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.
Monarch Vision Advisors, L.L.C provides financial planning services, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Monarch Vision Advisors, L.L.C. is $28.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Monarch Vision Advisors, L.L.C. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Monarch Vision Advisors, L.L.C. performs its advisory services is located at 1445 Ross Avenue, Dallas, TX 75202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-780-0100 or by fax 888-890-5823. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.monarchvisionholdings.com.