MONERE INVESTMENTS, INC.

Broker-DealerFINRA MemberEst. 2001
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 a corporation that has been SEC-registered since 2001. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the dataset is "unclassified." Available disclosures flag the firm as not acting as a capital allocator, not positioned as an active ESG investor, not operating as a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. Public-facing details about the firm's client base, fee schedule, specific business lines, or advisory activities are not included 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

3 of 3
  • ANDREW WYKRETOWICZ

    Executive Vice President & Chief Operating OfficerCRD 2839006

  • ARTHUR HARMON

    Chief Financial OfficerCRD 1558889

  • THOMAS BONO

    Chairman & CEOCRD 847285

Contacts

3 of 11
  • JOHN MAJCHER

    Senior Vice President, Municipal SalesCRD 1333060

  • Kyle Bertsche

    Registered Sales AssistantCRD 8052414

  • 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