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. The firm’s ownership is listed as a combination of a domestic entity and an individual. In the available dataset the adviser is classified as “Unclassified.” The record indicates Monarch Capital Group does not operate as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. The firm did not supply descriptive details on its advisory activities, fee schedules, client types, or investment preferences in the provided data.

Assets & Accounts

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

    Senior VPCRD 2775768

  • MICHAEL POTTER

    ChairmanCRD 2417023

  • 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