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  2. Concord, MA
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Gregory Racki, financial advisor Concord MA

Gregory Racki

CRD Number: 7384318
Current Firm: Monument Group Wealth Advisors, LLC

Gregory Racki (CRD# 7384318) is an Investment Advisor Representative working at Monument Group Wealth Advisors, LLC in Concord, MA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Monument Group Wealth Advisors Concord, MA May 2021 - Current 3
Rackilaw Boston, MA Jan 2010 - Current 14

Gregory Racki has no recent exams reported.
Contact Info for Gregory Racki
801 Main Street, Suite 14, Concord, MA 01742
Phone Number: 978-369-7705
Firm Website: https://www.monumentgroupcompanies.com/
Registered State(s):
  • MA
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Current Firm Details
Monument Group Wealth Advisors, LLC
Firm's CRD Number: 111908
801 Main Street, Suite 14, Concord, MA 01742
By the Numbers
  • Total Assets Under Management
    536
    MILLIONS
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $856,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MA, NH, TX

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