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Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-22-2019
- Office Locations
- 1
Office Locations
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).
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Investment Themes
Investment Vehicles
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Owner & Executives
MARC D FARMER
Chief Compliance Officer, Founder, President
- CRD
- #6512633
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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