The Monument Circle Group

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

1630 W Oak St Ste 100, Zionsville, India...

Phone Number

(317) 559-3360

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
2
1
1
2

About The Monument Circle Group

The Monument Circle Group is an independent, fee-only registered investment advisor based in Indianapolis, specializing in wealth management services. They offer comprehensive financial planning, investment management, and retirement solutions tailored for individuals, families, and businesses. Their services also include wealth transfer and philanthropy, as well as family governance and legacy planning. The firm emphasizes a disciplined approach to wealth management to help clients achieve their financial goals.Explore more
The Monument Circle Group's Social MediaPopular SearchesThe Monument Circle GroupMonument Circle GroupMonument Circle Group AsSIC Code 62,628NAICS Code 52,523Show more

The Monument Circle Group Org Chart

PhoneEmail
KM
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Monument Circle Group

<$5M
1-10
Private
-
-
KM
Kyle MarburgerWealth Advisor
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2012
KC
Kelsey CaglePartner. Wealth Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
-
2007
CK
Carolyn KlingerManager, Human Resources
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Monument Circle Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Monument Circle Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Monument Circle Group.

The Monument Circle Group Tech Stack

A closer look at the technologies used by The Monument Circle Group

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Frequently Asked Questions Regarding The Monument Circle Group

What is The Monument Circle Group's official website?
The Monument Circle Group's official website is www.themonumentcirclegroup.com
What is The Monument Circle Group's Revenue?
The Monument Circle Group's revenue is <$5 Million
What is The Monument Circle Group's SIC code?
The Monument Circle Group's SIC: 62,628
What is The Monument Circle Group's NAICS code?
The Monument Circle Group's NAICS: 52,523
How many employees does The Monument Circle Group have?
The Monument Circle Group has 1-10 employees
What industry does The Monument Circle Group belong to?
The Monument Circle Group is in the industry of: Finance, Securities Trading
What is The Monument Circle Group competition?
The Monument Circle Group top competitors include: Cascade Wealth Advisors, Premier Wealth Advisors, Charles Carroll Financial Partners, Waterford Advisors
What technology does The Monument Circle Group use?
Some of the popular technologies that The Monument Circle Group uses are: WordPress.org, Microsoft 365, Amazon Web Hosting, Microsoft Exchange Online
How do I contact The Monument Circle Group?
The Monument Circle Group contact info: Phone number: (317) 559-3360 Website: www.themonumentcirclegroup.com
What does The Monument Circle Group do?

The Monument Circle Group is an independent, fee-only registered investment advisor based in Indianapolis, specializing in wealth management services. They offer comprehensive financial planning, investment management, and retirement solutions tailored for individuals, families, and businesses. Their services also include wealth transfer and philan... thropy, as well as family governance and legacy planning. The firm emphasizes a disciplined approach to wealth management to help clients achieve their financial goals.Read More

What are The Monument Circle Group social media links?
The Monument Circle Group Linkedin page
Is The Monument Circle Group a public company?
The Monument Circle Group is private company therefore does not currently have an official ticker symbol
See more information about The Monument Circle Group

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