Overview
Assets Under Management: $373 million
Headquarters: GUILFORD, CT
High-Net-Worth Clients: 124
Average Client Assets: $3 million
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