MONROE FINANCIAL PARTNERS, INC.

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
2811
Registered since
August 8, 1968

Firm profile

FINTRX

Overview

Monroe Financial Partners, Inc. is organized as a corporation and has been registered with the SEC since 1968. The firm's ownership is listed as a combination of a domestic entity and an individual. In the available record it is classified as "Unclassified" and is not identified as a capital allocator. The dataset flags the firm as not being an active ESG investor, not operating as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser.

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

2 of 2
  • DAVID SALUTRIC

    Chief Operating OfficerCRD 6146435

  • RYAN GAZDA

    Chief Financial OfficerCRD 4230980

Contacts

3 of 8
  • Nikhil Kalyanraman

    Trading AnalystCRD 7758890

  • BRIAN RAFFAELE

    DirectorCRD 4411981

  • DARYLE DILASCIA

    Managing DirectorCRD 2793078

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
500 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth