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
Monroe Financial Inc.
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts121ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, WI
Financial Advisors at Monroe Financial Inc.
1
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.
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