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MONTE FINANCIAL GROUP, LLC
CRD 150119 · SEC 801-70207
30 LONG HILL ROAD, GUILFORD, CT, 06437, United States
Phone
203-453-6851
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$482.4M
Discretionary AUM
$482.4M
Team
12 total employees; 7 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 309 | $100.0M |
| High net worth individuals | 125 | $376.7M |
States served
VT, CA, GA, ME, MA, NJ, NY, NC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD