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MONARCH PARTNERS ASSET MANAGEMENT LLC
MONARCH PARTNERS ASSET MANAGEMENT LLC
BOSTON, Massachusetts
·
6 registered advisors
·
CRD# 152727
SEC# 801-71007
0
617-419-2200
01
Firm Overview
AUM
$346M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at MONARCH PARTNERS ASSET MANAGEMENT LLC
6 registered advisors
Deborah Jean Donahue
BOSTON, Massachusetts
CRD# 2353481
Henry James Lawlor
BOSTON, Massachusetts
CRD# 2924606
Kelvin Xin Jiang
BOSTON, Massachusetts
CRD# 6224861
Paul William Elia
BOSTON, Massachusetts
CRD# 4411265
So Chong Yi
BOSTON, Massachusetts
CRD# 7196210
Wayne Joseph Archambo
BOSTON, Massachusetts
CRD# 1063436
05
Office Locations
BOSTON, Massachusetts
6 advisors
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Data sourced from SEC Form ADV filings. MONARCH PARTNERS ASSET MANAGEMENT LLC (CRD# 152727) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.