MONTE FINANCIAL GROUP, LLC

GUILFORD, Connecticut·1 registered advisor·CRD# 150119
SEC# 801-702070203-453-6851
01

Firm Overview

AUM
$373M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MONTE FINANCIAL GROUP, LLC

1 registered advisor
Robert John Monte
GUILFORD, Connecticut
05

Office Locations

GUILFORD, Connecticut
1 advisor

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Data sourced from SEC Form ADV filings. MONTE FINANCIAL GROUP, LLC (CRD# 150119) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.