Overview
Assets Under Management: $308 million
High-Net-Worth Clients: 136
Average Client Assets: $1.0 million
Frequently Asked Questions
DEL MONTE GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106669), DEL MONTE GROUP, LLC is subject to fiduciary duty under federal law.
DEL MONTE GROUP, LLC serves 136 high-net-worth clients according to their SEC filing dated April 18, 2024. View client details ↓
According to their SEC Form ADV, DEL MONTE GROUP, LLC offers portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
DEL MONTE GROUP, LLC manages $308 million in client assets according to their SEC filing dated April 18, 2024.
According to their SEC Form ADV, DEL MONTE GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 136
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.00%
Average Client Assets: $1.0 million
Total Client Accounts: 928
Discretionary Accounts: 908
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 106669
Filing ID: 1867704
Last Filing Date: 2024-04-18 16:25:00