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BLUE MONARCH FINANCIAL INC.
CRD 330561
2418 LEE STREET, SUITE 130, GREENVILLE, TX, 75401, United States
Phone
469-933-1125
Fax
800-496-2375
Registration
— (—)
Source
State registered
Total AUM
$8.9M
Discretionary AUM
$8.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $6.7M |
| High net worth individuals | 1 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD