# MONROE FINANCIAL INC.

MONROE FINANCIAL INC. of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 304658
- Type: SEC-registered investment adviser
- Location: 1132 S WABASH AVE STE 605, CHICAGO, IL, 60605
- Phone: (312) 906-7166
- Latest filing: 2026-03-18
- Regulatory AUM: $8.3M
- Discretionary AUM: $8.3M
- Clients: 1
- Accounts: 118

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304658/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304658/similar
- Related entities: https://search.stillhousedata.com/firm/304658/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304658

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.