Monument Group, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 36399
- Registered since
- July 14, 1994
- Website
- www.monumentgroup.com
Firm profile
FINTRXOverview
Monument Group, Inc. is organized as a corporation and has been SEC-registered since 1994. The firm is owned by an individual and is recorded in the data set with an "unclassified" business type. Publicly available information does not describe specific advisory activities, client segments, or a fee schedule. The firm is not identified as a multi-state adviser, not a pension consultant, and is not listed as a related adviser to another registered entity.
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 1
Patrick MacCurtain
Partner, COOCRD 4426182
Contacts
3 of 23
Katherine Tobin
DirectorCRD 5841461
Christopher Webber
Managing DirectorCRD 4850199
Patrick Coffey
Senior AssociateCRD 7622150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 500 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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