MONTE FINANCIAL GROUP, LLC of GUILFORD, CT is an SEC-registered investment adviser (CRD 150119). Regulatory assets under management: $482.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Robert John Monte | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| SECO ROBERT JOSEPH | MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MONTE ROBERT JOHN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |