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Monroe Financial Inc.

Monroe Financial Inc.. CRD 304658

Monroe Financial Inc. logo

CRD: 304658

Monroe Financial Inc.

$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
118 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
First Clearing ยท Trade-PMR
Clients
Retail
Platforms
--
Established Date
08-22-2019
Office Locations
1

Office Locations

1132 S Wabash AVE STE 605 Chicago IL

About Monroe Financial Inc.

Monroe Financial Partners is an independent specialist market maker in community bank and eligible private bank stocks, supported by proprietary research and long-standing relationships with bank management teams. The firm executes discreet block trades, designs share repurchase programs for thinly traded stocks, and sources/monitors hard-to-find preferred and value stocks, including names with limited public information. Affiliate of Performance Trust Capital Partners (Apr 2024).

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 118 clients, or 118 clients per representative. That equates to $70.4K in reported AUM per client.

The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$8.3M AVG AUM / ADVISOR
$70.4K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

M

MARC D FARMER

Chief Compliance Officer, Founder, President

CRD
#6512633
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,309,089 --
Non-Discretionary $0 --
Total $8,309,089 --

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Separately Managed Accounts

SMA allocation detail is available

Monroe Financial Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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