Monument Group, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
23
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Monument Group, Inc. is a corporation that has been SEC-registered since 1994 and is owned by an individual. Public records categorize the firm as "unclassified" and provide limited detail about its advisory activities or client focus. FINTRX data does not list any stated business activities, affiliations, or pension consulting services for the firm. Regulatory and operational markers available in the record include that Monument Group, Inc. is not flagged as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. The dataset also indicates the firm is not associated with 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

1 of 1
  • Patrick MacCurtain

    Patrick MacCurtain

    Partner, COOCRD 4426182

Contacts

3 of 22
  • Katherine Tobin

    Katherine Tobin

    DirectorCRD 5841461

  • Christopher Webber

    Christopher Webber

    Managing DirectorCRD 4850199

  • Patrick Coffey

    Patrick Coffey

    Senior AssociateCRD 7622150

Unlock 19 more contacts

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