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 and is held by an individual owner. Publicly available information about the firm's investment philosophy, target clients, fee schedule and day-to-day advisory activities is sparse; the firm has not disclosed material details about its services or manager allocation preferences. Available classification flags show Monument Group, Inc. listed as "Unclassified." The firm is not identified as a capital allocator, does not present itself as an active ESG investor, and is described as operating within a single state. It is likewise not documented as a newly formed adviser, a pension consultant, or a related adviser to another registered entity.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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