Monte Financial Group, LLC is a reputable investment advisory firm headquartered in Guilford, CT. With a team of eight dedicated professionals, including five experienced investment advisors, they provide comprehensive financial services to their valued clients. Their investment advisors boast an impressive average of $61,190,000 in assets under management per advisor, which aligns with the industry average.
As a firm, Monte Financial Group, LLC manages a substantial portfolio of assets, totaling over $332,408,000, spread across more than 250 individual clients. Their client base primarily consists of high net worth individuals, ...
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Assets Under Mgmt
$332.41M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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