Monument Group, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 36399
- Registered since
- July 14, 1994
- Website
- www.monumentgroup.com
Firm profile
FINTRXOverview
Monument Group, Inc. is organized as a corporation under individual ownership and is classified as "Unclassified" in the available records. Publicly reported attributes are sparse: the firm is not identified as a capital allocator or an active ESG investor, and it is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm has not provided descriptions of its advisory activities, client segments, fee arrangements, or business lines in the source material.
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
1 of 1
Patrick MacCurtain
Partner, COOCRD 4426182
Contacts
3 of 22
Bartholomew Molloy
PartnerCRD 2655092
Sleiman Owayda
PartnerCRD 2938542
Michael Miller
Managing PartnerCRD 3060234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 500 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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