Unclaimed Profile

Henry James Lawlor

MONARCH PARTNERS ASSET MANAGEMENT LLC·BOSTON, Massachusetts

Clean recordMONARCH PARTNERS ASSET MANAGEMENT LLC

TWO INTERNATIONAL PLACE, 25TH FL, BOSTON, MA 02110CRD# 2924606Firm CRD# 152727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Henry James Lawlor · BOSTON, MA

Registration

CRD #2924606 · MONARCH PARTNERS ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Henry James Lawlor is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MONARCH PARTNERS ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MONARCH PARTNERS ASSET MANAGEMENT LLC

AUM

$346M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MONARCH PARTNERS ASSET MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2924606

Firm CRD# 152727

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Henry James Lawlor offer?

Henry James Lawlor specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Henry James Lawlor's credentials?

Henry James Lawlor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Henry James Lawlor located?

Henry James Lawlor is based in BOSTON, Massachusetts, working with MONARCH PARTNERS ASSET MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Henry James Lawlor charge for services?

Henry James Lawlor's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONARCH PARTNERS ASSET MANAGEMENT LLC?

MONARCH PARTNERS ASSET MANAGEMENT LLC has approximately 7 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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