MONUMENT GROUP, INC.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
36399
Registered since
July 14, 1994

Firm profile

FINTRX

Overview

Monument Group, Inc. is organized as a corporation and has been SEC-registered since 1994. Corporate ownership is listed as individual rather than institutional or employee-owned, and the firm's regulatory classification is recorded as unclassified. Available registry data flags several negative attributes rather than business details: the firm is not identified as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not reported as a pension consultant or related adviser. The firm has not disclosed specifics about its client segments, fee arrangements, or the advisory services it provides.

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

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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth