Overview
Assets Under Management: $373 million
Headquarters: GUILFORD, CT
High-Net-Worth Clients: 124
Average Client Assets: $3 million
Frequently Asked Questions
MONTE FINANCIAL 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 #150119), MONTE FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
MONTE FINANCIAL GROUP, LLC is headquartered in GUILFORD, CT.
MONTE FINANCIAL GROUP, LLC serves 124 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, MONTE FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MONTE FINANCIAL GROUP, LLC manages $373 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, MONTE FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.41
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 404
Discretionary Accounts: 404
Regulatory Filings
CRD Number: 150119
Last Filing Date: 2024-03-12 00:00:00
Website: https://montefinancialgroup.com