Full text of MONROE FINANCIAL PARTNERS, INC.'s X-17A-5 filed 2026-03-02 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # **Monroe Financial Partners, Inc.** Financial Report December 31, 2025 and 2024 This report is deemed PUBLIC information pursuant to Rule 17a-5(d) under the Securities Exchange Act of 1934. {1}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington,** D.C. **20549** ANNUAL **REPORTS FORM X-17A-5 PART** Ill FACING **PAGE** 0MB Number. 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per respon\$e: 12 SEC FILE NUMBER 8-14045 Information **Required Pursuant** to **Rules 17a-5,** 17a-12, **and lla-7 under the** Securities **Exchange Act** of 1934 FILING FOR THE PERIOD BEGINNING 0 1 /Q 1 /2025 MM/DD/VY AND ENDING 12/31 /2025 MM/DD/VY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: Monroe Financial Partners, Inc. TYPE OF REGISTRANT (check all applicable boxes): 0 Broker-dealer D Security-based swap dealer D Major security-based swap participant 0 Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) 500 West Madison Street, Suite 450 (No. and Street) Chicago IL 60661 (City} (State) (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Ryan Gazda 312-521-1111 rgazda@performancetrust.com (Name) (Area Code - Telephone Number) (Email Address) **B. ACCOUNTANT IDENTIFICATION INDEPENDENT** PUBLIC ACCOUNTANT whose reports are contained in this filing\* Flaherty Salmin LLP jName - if individual, state last, first, and middle name) 2300 Buffalo Road, Bldg. 200 Rochester NY 14624 (Address) (City) (State) (Zip Code) 09/22/2009 3623 (Date of Re istration with PCA0B if a licable PCA0B Re istration Number if a licable **FOR OFFICIAL USE ONLY** • Claims for e,cemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(iil, if applicable. **Persons who ere to respond to the collectlon of Information contained In this form ere not required to respond unless the form dlspleys** • **currently velld 0MB control number.** {2}------------------------------------------------ #### OATH OR AFFIRMATION | I, Ryan Gazda | | | | | swear (or affirm) that, to the best of my knowledge and belief, the | |----------------------------------------------------------------------------------------------------------------------…Read the full text as markdown