MONTE FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$482,388,159
Discretionary
$482,388,159
Non-discretionary
$0
Firm details
- CRD number
- 150119
- SEC file number
- 801-70207
- Main office
- GUILFORD, CT, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.