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 an SEC-registered corporate adviser first registered in 1994 and organized under individual ownership. The firm’s public profile is sparse: its FINTRX record classifies it as unclassified and indicates it is not positioned as a capital allocator, is not active on ESG mandates, and does not operate as a multi-state adviser. The available disclosures do not describe the firm’s advisory offerings, client segments, or manager allocation preferences.
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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