Monarch Capital Group, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47815
Registered since
January 28, 2000

Firm profile

FINTRX

Overview

Monarch Capital Group, LLC is organized as a limited liability company and has been registered with the SEC since 2000. FINTRX classifies the firm as unclassified and lists its ownership as a combination of a domestic entity and an individual. Public disclosures through the data provided are sparse: the firm did not supply information on its advisory services, fee schedule, client segments, or business activities. Regulatory and operational attributes in the snapshot indicate Monarch Capital Group is not identified as a capital allocator, is not an active ESG investor, and is not a multi-state adviser. The firm is also not marked as a pension consultant, newly formed adviser, or related adviser in the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Edward Cohen

    CFO and FINOPCRD 1029283

Contacts

3 of 3
  • Arkadiy Neyman

    Arkadiy Neyman

    Senior VPCRD 2775768

  • Michael Potter

    Michael Potter

    ChairmanCRD 2417023

  • Christina Kim

    Christina Kim

    Financial Services ProfessionalCRD 4917109

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
370 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth