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Monetta Financial Services Inc

● SEC registered since 1984CRD 105367SEC# 801-21477Wheaton, IL
Export (members)
Reg. AUM
$144.8M
Employees
3
Accounts
2
Location
Wheaton, IL

Monetta Financial Services Inc assets under management

Monetta Financial Services Inc is a registered investment adviser overseen by the SEC based in Wheaton, IL. The firm has been registered since 1984. It reports $144.8 million in regulatory assets under management and employs 3 people.
www.monetta.comView on SEC.gov ↗

Monetta Financial Services Inc owners & executives

5 reported
NameTitleOwnershipSince
Anthony PontarelliPassive Investor5-10%1987
Dahlia Delceta BlackChief Compliance OfficerUnder 5%2024
Robert James Bacarella ControlV. P., Cfo, Treasurer & DirectorUnder 5%2010
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Frequently asked questions

How much does Monetta Financial Services Inc manage?

Monetta Financial Services Inc reports $144.8 million in regulatory assets under management on its Form ADV.

How many employees does Monetta Financial Services Inc have?

Monetta Financial Services Inc reports 3 employees.

Where is Monetta Financial Services Inc located?

Monetta Financial Services Inc is based in Wheaton, IL and has been SEC-registered since 1984.

Does Monetta Financial Services Inc disclose fund performance?

Monetta Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1776-A South Naperville Road, Suite 100, Wheaton, IL 60189-5831
Phone630-462-9800
Fax630-462-9332
Office hours8:30a.m. To 5:00p.m. Central Time
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$144.8M▲ 14%
Mar '25 — $127.4MApr '25 — $127.4MMay '25 — $127.4MJun '25 — $127.4MJul '25 — $127.4MAug '25 — $127.4MSep '25 — $127.4MOct '25 — $127.4MNov '25 — $127.4MDec '25 — $127.4MJan '26 — $127.4MFeb '26 — $127.4MMar '26 — $144.8MApr '26 — $144.8MMay '26 — $144.8MJun '26 — $144.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$144.8Mregulatory AUM
Discretionary $144.8M