Monaco Capital Management, LLC (Virginia Beach)

Name: Monaco Capital Management, LLC
Address: 448 Viking Drive, Virginia Beach, VA, 23452
Telephone: 757-333-7676

Monaco Capital Management, LLC is an adviser based in Virginia Beach. It manages $74.01 million of regulatory assets for 289 client accounts. It has been registered with the SEC as an adviser since 2004.

Monaco Capital Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Monaco Capital Management: assets under management

The assets under management (AUM) of Monaco Capital Management, LLC is $74.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $74.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Monaco Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Careers at Monaco Capital Management, LLC

Joseph Anthony Monaco has been acting as President since 1 Nov 2003. Andrea Lee Dallavilla joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Anthony Monaco	President/chief compliance officer	1 Nov 2003	75% - 100%	1008223
Andrea Lee Dallavilla	Chief compliance officer	1 Oct 2004	Other	2770740

Based in Virginia Beach

The principal office where Monaco Capital Management, LLC performs its advisory services is located at 448 Viking Drive, Virginia Beach, VA 23452, 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 757-333-7676 or by fax 757-333-7677. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at monacocapital.com.