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Home > Retirement Planners > connecticut > guilford > MONTE FINANCIAL GROUP, LLC
MONTE FINANCIAL GROUP, LLC
30 Long Hill Road
Guilford, Connecticut 06437
Tel: 203-453-6851
About MONTE FINANCIAL GROUP, LLC
MONTE FINANCIAL GROUP, LLC, formally registered with the SEC as MONTE FINANCIAL GROUP, LLC. The firm was established in 06/04/2009. They have over 1 offices throughout the country.
MONTE FINANCIAL GROUP, LLC is a Guilford, Connecticut based Financial Planning firm with nearly $372,789,483 assets under management, offering retirement planning & investment advisory services to 404 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150119 |
| SEC# | 801-70207 |
| Assets Managed by Firm | $372,789,483 |
| No. of Clients | 404 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 404 | $372,789,483 |
| Individuals (other than high net worth individuals) | 287 | $77,386,221 |
| High net worth individuals | 114 | $291,494,648 |
| Charitable organizations | 3 | $3,908,614 |
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|---|---|---|---|
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