Monroe Financial Inc.

Monroe Financial Inc. (CRD# 304658) is a financial advisory firm headquartered in Chicago, IL. They manage $9,648,952 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1132 S Wabash Ave Ste 605, Chicago, IL 60605
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $79,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, WI

Financial Advisors at Monroe Financial Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Marc Farmer, financial advisor Chicago IL
Marc D. Farmer
CRD#: 6512633
1132 S Wabash Ave Ste 605, Chicago, IL 60605

Marc Farmer (CRD# 6512633) is an Investment Advisor Representative working at Monroe Financial Inc. in Chicago, IL and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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