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 a corporation that has been SEC-registered since 1994 and is owned by an individual. Public records categorize the firm as "unclassified" and provide limited detail about its advisory activities or client focus. FINTRX data does not list any stated business activities, affiliations, or pension consulting services for the firm. Regulatory and operational markers available in the record include that Monument Group, Inc. is not flagged as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. The dataset also indicates the firm is not associated with a related adviser.
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
Katherine Tobin
DirectorCRD 5841461

Christopher Webber
Managing DirectorCRD 4850199

Patrick Coffey
Senior AssociateCRD 7622150
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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