Monte Financial Group, LLC
Monte Financial Group, LLC is an SEC-registered wealth manager in Guilford, CT with $482.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Monte Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150119, SEC 801-70207, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $482.4M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Guilford, CT
- Employees
- 12
- Clients
- 434
- CRD
- 150119
- Ownership
- MONTE, ROBERT, JOHN; SECO, ROBERT, JOSEPH; INTERIM HOLDINGS, LLC
How much AUM does Monte Financial Group, LLC have?
Monte Financial Group, LLC reported $482.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Monte Financial Group, LLC?
Disclosed owners and executives of Monte Financial Group, LLC include MONTE, ROBERT, JOHN, SECO, ROBERT, JOSEPH, INTERIM HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.