Monument Group, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
36399
Registered since
July 14, 1994

Firm profile

FINTRX

Overview

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

FINTRX

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

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Contacts

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Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth