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So Chong Yi

MONARCH PARTNERS ASSET MANAGEMENT LLC·BOSTON, Massachusetts
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77 SLEEPER STREET, BOSTON, MA 02210CRD# 7196210Firm CRD# 152727
01

About

So Chong Yi 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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MONARCH PARTNERS ASSET MANAGEMENT LLC
MONARCH PARTNERS ASSET MANAGEMENT LLC
AUM
$346M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MONARCH PARTNERS ASSET MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7196210
Firm CRD# 152727
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does So Chong Yi offer?
So Chong Yi specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are So Chong Yi's credentials?
So Chong Yi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is So Chong Yi located?
So Chong Yi 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 So Chong Yi charge for services?
So Chong Yi'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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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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