MONTE FINANCIAL GROUP, LLC - Financial Advisor in Connecticut, Guilford

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

About 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

Firm CRD#:

150119

Firm SEC#:

801-70207

Assets Under Management:

$372,789,483

No. of Clients:

404

No. of Advisors:

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

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