MONORAIL SECURITIES LLC

CRD 285309 · SEC 801-108517

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3322 BEE RIDGE RD, SUITE 200, SARASOTA, FL, 34239, United States

Phone

(941) 925-2121

Fax

(941) 925-2228

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$388.7M

Discretionary AUM

$388.7M

Team

7 total employees; 3 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Subscription fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	1403	$1.3M
Other investment advisers	999	$386.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.monorail.com/

Official SEC filing: View on IAPD