Monere Investments, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Schaumburg, Illinois
CRD number
105487
Registered since
May 4, 2001

Firm profile

FINTRX

Overview

Monere Investments, Inc. is recorded in FINTRX as a corporate entity with ownership characterized as both a domestic entity and an individual. The database classifies the firm as "Unclassified" and provides minimal operational detail: Monere is not identified as a capital allocator, is not an active ESG investor, and is not described as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as having related-adviser status. The firm has not supplied information about its business activities, advisory services, or affiliations. That paucity of public detail on strategy, client types, fee structure and target allocations makes it difficult to assess how Monere positions itself or the investor segments it serves.

Assets & Accounts

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

3 of 3
  • Thomas Bono

    Thomas Bono

    Chairman & CEOCRD 847285

  • Andrew Wykretowicz

    Andrew Wykretowicz

    Chief Operating Officer and Chief Compliance OfficerCRD 2839006

  • Arthur Harmon

    Chief Financial OfficerCRD 1558889

Contacts

3 of 11
  • Steven Quirini

    Steven Quirini

    Senior Vice-President, Wealth AdvisorCRD 5654413

  • Anthony Quirini

    Anthony Quirini

    First Vice President, Wealth AdvisorCRD 369593

  • Anthony Falco

    PresidentCRD 2155747

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Schaumburg, IL

Cook

Location

Schaumburg, IL

Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
20 N Martingale Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth