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Building 2MONTE FINANCIAL GROUP, LLC

Map pinGUILFORD, CT
Phone203-453-6851
NotebookSEC #801-70207
Total AUM
$482.4M
Employees
12
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 LONG HILL ROAD
GUILFORD
CT 06437
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
203-453-6851

ReceiptFinancials

Total AUM
$482.4M
Accounts
438
Discretionary
$482.4M
Accounts
438
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
309
AUM
$100M
HNW Individual Clients
125
AUM
$376.7M
Charitable Organization Clients
1
AUM
$5.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMAMENCNHNJNYTXVAVT

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

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