Tech stack
No one at Monarch Capital Management Inc has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Pershing
Per Form ADV · $285M held · filed Apr 2024
L
Lake City Bank
Per Form ADV · $50M held · filed Apr 2024