Monarch Capital Group, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 47815
- Registered since
- January 28, 2000
- Website
- www.monarch-capital.com
Firm profile
FINTRXOverview
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
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 1Edward 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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