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MONTE CAPITAL GROUP LLC
CRD 321894
900 OGDEN AVE, #439, DOWNERS GROVE, IL, 60515, United States
Phone
646-455-3445
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.9M
Discretionary AUM
$20.9M
Team
5 total employees; 5 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersCORPORATE FINANCIAL PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $466K |
| High net worth individuals | 6 | $19.4M |
| Other investment advisers | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD