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Monte Financial Group, LLC

● SEC registered since 2009CRD 150119SEC# 801-70207Guilford, CT
Export (members)
Reg. AUM
$426.6M
Employees
11
Accounts
459
Location
Guilford, CT

Monte Financial Group, LLC assets under management

Monte Financial Group, LLC is a registered investment adviser overseen by the SEC based in Guilford, CT. The firm has been registered since 2009. It reports $426.6 million in regulatory assets under management and employs 11 people.
www.facebook.com/montefinancialgroupView on SEC.gov ↗

Monte Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert John Monte ControlManaging Member & Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Monte Financial Group, LLC manage?

Monte Financial Group, LLC reports $426.6 million in regulatory assets under management on its Form ADV.

How many employees does Monte Financial Group, LLC have?

Monte Financial Group, LLC reports 11 employees.

Where is Monte Financial Group, LLC located?

Monte Financial Group, LLC is based in Guilford, CT and has been SEC-registered since 2009.

Does Monte Financial Group, LLC disclose fund performance?

Monte Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30 Long Hill Road, Guilford, CT 06437
Phone203-453-6851
Office hours8:30a.m. - 4:30p.m.
SEC regionBoston Regional Office (BRO)
CIK175565
Discloses disciplinary historyNo

Assets under management

Discretionary$426.6M
Non-discretionary$0
Total (RAUM)$426.6M