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Building 2DEL MONTE GROUP, LLC

Map pin
Phone925-736-6410
NotebookSEC #801-42165
Total AUM
$307.6M
Employees
5
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 5:00 P.M.
MONDAY-THURSDAY
Phone
925-736-6410

ReceiptFinancials

Total AUM
$307.6M
Accounts
928
Discretionary
$283.4M
Accounts
908
Non-Discretionary
$24.2M
Accounts
20

ContactClients

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Individual Clients
161
AUM
$169.2M
HNW Individual Clients
136
AUM
$138.4M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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