MONROE FINANCIAL INC.

MONROE FINANCIAL INC. of CHICAGO, IL is an SEC-registered investment adviser (CRD 304658). Regulatory assets under management: $8.3M.

Registration

• CRD: 304658
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304658 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search