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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.