Monte Financial Group, LLC
● SEC registered since 2009CRD 150119SEC# 801-70207Guilford, CT
Reg. AUM
$482.4M
Employees
12
Accounts
438
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 $482.4 million in regulatory assets under management and employs 12 people.
Monte Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert John Monte Control | Managing Member & Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Monte Financial Group, LLC manage?
Monte Financial Group, LLC reports $482.4 million in regulatory assets under management on its Form ADV.
How many employees does Monte Financial Group, LLC have?
Monte Financial Group, LLC reports 12 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
| Address | 30 Long Hill Road, Guilford, CT 06437 |
| Phone | 203-453-6851 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 175565 |
| Discloses disciplinary history | No |
Regulatory AUM
$482.4M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$482.4Mregulatory AUM
Discretionary $482.4M