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FIRM PROFILE
Overview
MONROE FINANCIAL PARTNERS, INC. is located at 500 W. Madison, Suite 450, Chicago, IL 60661 and was first established at Chicago, New York in 07/18/1968. After operating for 58 years, MONROE FINANCIAL PARTNERS, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MONROE FINANCIAL PARTNERS, INC.’s clients are individuals and 0% of their clients are high net worth individuals. MONROE FINANCIAL PARTNERS, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MONROE FINANCIAL PARTNERS, INC. are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MONROE FINANCIAL PARTNERS, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MONROE FINANCIAL PARTNERS, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for MONROE FINANCIAL PARTNERS, INC. Comes From
Understanding the Statistics for MONROE FINANCIAL PARTNERS, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
500 W. Madison, Suite 450, Chicago, IL 60661
500 W. Madison, Suite 450, Chicago, IL 60661
Small
(312) 521-1000
New York since 07/18/1968
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PT FINANCIAL COMPANIES, LLC | MANAGING MEMBER | ||
| BURESH, ADAM COULTER | BOARD MEMBER | 5216617 | |
| DILASCIA, DARYLE ANTHONY | PRESIDENT/BOARD MEMBER | 2793078 | |
| DOCHERTY, JENNIFER ANN | GENERAL COUNSEL | 4587223 | |
| GAZDA, RYAN M | TREASURER, CFO & BOARD MEMBER | 4230980 | |
| LOVE, KRISTIN M | SECRETARY, CCO & BOARD MEMBER | 4370951 | |
| MCCRARY, TIMOTHY JAMES | HEAD OF TRADING/BOARD MEMBER | 5789747 |
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Advisor's working at MONROE FINANCIAL PARTNERS, INC.
Ryan M Gazda
Timothy James Mccrary
Jennifer Ann Docherty
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