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. 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
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 1Patrick MacCurtain
Partner, COOCRD 4426182
Contacts
3 of 23KATHERINE 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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