Monarch Partners Asset Management LLC
Monarch Partners Asset Management LLC (CRD# 152727) is a financial advisory firm headquartered in Boston, MA. They manage $345,549,277 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Monarch Partners Asset Management LLC
By the Numbers
-
Total Assets Under Management346MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$23,036,618
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, WI
Financial Advisors at Monarch Partners Asset Management LLC
1
Henry Lawlor (CRD# 2924606) is an Investment Advisor Representative working at Monarch Partners Asset Management LLC in Boston, MA and has over 26 years of experience in the finance industry.
2
Wayne Archambo (CRD# 1063436) is an Investment Advisor Representative working at Monarch Partners Asset Management LLC in Boston, MA and has over 28 years of experience in the finance industry.
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