Home
›
Firms
›
MONOCACY WEALTH MANAGEMENT, LLC
MONOCACY WEALTH MANAGEMENT, LLC
FREDERICK, Maryland
·
4 registered advisors
·
CRD# 315979
SEC# 801-122100
1
301-694-9712
01
Firm Overview
AUM
$100K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at MONOCACY WEALTH MANAGEMENT, LLC
4 registered advisors
Asser Faragalla
FREDERICK, Maryland
CRD# 6747256
Carter Shaffer
FREDERICK, Maryland
CRD# 6748338
Shawn Burman
FREDERICK, Maryland
CRD# 7413026
Timothy Miller
FREDERICK, Maryland
CRD# 6747255
05
Office Locations
FREDERICK, Maryland
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. MONOCACY WEALTH MANAGEMENT, LLC (CRD# 315979) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.