Monarch Capital Group, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47815
Registered since
January 28, 2000

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Cohen

    CFO and FINOPCRD 1029283

Contacts

3 of 3
  • Michael Potter

    Michael Potter

    ChairmanCRD 2417023

  • Arkadiy Neyman

    Arkadiy Neyman

    Senior VPCRD 2775768

  • Christina Kim

    Christina Kim

    Financial Services ProfessionalCRD 4917109

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth