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. Public records list the firm’s ownership as a combination of a domestic entity and an individual. There is no industry classification attached to the firm in the provided data. The firm’s regulatory filings and snapshot data show a limited operating footprint: it is not designated as a multi-state adviser, is not flagged as an active ESG investor, and is not identified as a pension consultant, capital allocator, related adviser, or a newly formed adviser. The available information does not include descriptions of advisory services, target client segments, or investment mandates.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Andrew Wykretowicz

    Andrew Wykretowicz

    Executive Vice President & Chief Operating OfficerCRD 2839006

  • Arthur Harmon

    Chief Financial OfficerCRD 1558889

  • Thomas Bono

    Thomas Bono

    Chairman & CEOCRD 847285

Contacts

3 of 11
  • John Majcher

    John Majcher

    Senior Vice President, Municipal SalesCRD 1333060

  • Kyle Bertsche

    Kyle Bertsche

    Registered Sales AssistantCRD 8052414

  • Anthony Falco

    PresidentCRD 2155747

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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