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MONROE FINANCIAL INC.
CRD 304658
1132 S WABASH AVE STE 605, CHICAGO, IL, 60605, United States
Phone
(312) 906-7166
Fax
(608)325-4212
Registration
— (—)
Source
State registered
Total AUM
$8.3M
Discretionary AUM
$8.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $8.3M |
Official SEC filing: View on IAPD