Monere Investments, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Schaumburg, Illinois
CRD number
105487
Registered since
May 4, 2001

Firm profile

FINTRX

Overview

Monere Investments, Inc. is organized as a corporation and has been registered with the SEC since 2001. The firm’s ownership includes both a domestic entity and individual owners. Public disclosure classifies the firm as "unclassified" rather than assigning it to a specific sector or advisor subtype. On operational attributes, Monere Investments does not identify as a capital allocator and is not presented as an active ESG investor. It is not registered as a multi-state adviser, is not described as a pension consultant, and is not listed as a related adviser to another firm. Additional details about its advisory services, fee schedules, client types, or specific business activities were not provided in the source data.

Assets & Accounts

Location & Offices

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

3 of 3
  • Thomas Bono

    Thomas Bono

    Chairman & CEOCRD 847285

  • Andrew Wykretowicz

    Andrew Wykretowicz

    Chief Operating Officer and Chief Compliance OfficerCRD 2839006

  • Arthur Harmon

    Chief Financial OfficerCRD 1558889

Contacts

3 of 11
  • Steven Quirini

    Steven Quirini

    Senior Vice-President, Wealth AdvisorCRD 5654413

  • Anthony Quirini

    Anthony Quirini

    First Vice President, Wealth AdvisorCRD 369593

  • Anthony Falco

    PresidentCRD 2155747

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Schaumburg, IL

Cook

Location

Schaumburg, IL

Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
20 N Martingale Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth