Monroe Financial Partners, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 2811
- Registered since
- August 8, 1968
- Website
- www.monroefp.com
Firm profile
FINTRXOverview
Monroe Financial Partners, Inc. is organized as a corporation and has been registered with the SEC since 1968. FINTRX classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The firm does not report itself as a capital allocator, an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not include detail on the firm's specific advisory activities, investment preferences, or client segments.
Assets & Accounts
Location & Offices
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
2 of 2
David Salutric
Chief Operating OfficerCRD 6146435
Ryan Gazda
Chief Financial OfficerCRD 4230980
Contacts
3 of 8Nikhil Kalyanraman
Trading AnalystCRD 7758890
Brian Raffaele
DirectorCRD 4411981
Daryle Dilascia
Managing DirectorCRD 2793078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 500 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
G1 Execution Services, LLC
Broker-DealerChicago, IL
Great Point Capital LLC
Broker-DealerChicago, IL
Dash Prime LLC
Broker-DealerChicago, IL
Retirement Plan Advisors Services, LLC
Broker-DealerChicago, IL
Deloitte Corporate Finance LLC
Broker-DealerChicago, IL
DRW Securities, L.L.C.
Broker-DealerChicago, IL