Monarch Capital Group, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 47815
- Registered since
- January 28, 2000
- Website
- www.monarch-capital.com
Firm profile
FINTRXOverview
Monarch Capital Group, LLC is organized as a limited liability company and is listed as owned by a combination of a domestic entity and individuals. The firm is classified as "Unclassified" in the source data, which indicates it does not fit neatly into the typical preset adviser categories used by the data provider. The available profile includes several operational flags. Monarch Capital Group is not identified as a capital allocator and does not self-describe as an active environmental, social, and governance (ESG) investor. The firm is not reported as a multi-state adviser, not newly formed, and is not designated as a pension consultant or a related adviser. The firm has not furnished details about its client base, fee structure, business activities, or advisory offerings in the supplied record.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Edward Cohen
CFO and FINOPCRD 1029283
Contacts
3 of 3Michael Potter
ChairmanCRD 2417023

Arkadiy Neyman
Senior VPCRD 2775768

Christina Kim
Financial Services ProfessionalCRD 4917109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 370 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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