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MONTE FINANCIAL GROUP, LLC

Tel: 203-453-6851
30 Long Hill Road
Guilford, Connecticut  06437

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MONTE FINANCIAL GROUP, LLC

MONTE FINANCIAL GROUP, LLC is a Guilford, Connecticut based financial advisory firm with nearly $372,789,483 in assets under management and provides investment advisory services for 404 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (FINANCIAL CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

150119

SEC#:

801-70207

No. of Clients:

404

Assets under Management

$372,789,483

No. of Advisors:

9

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