Monte Financial Group LLC
Legal Name: MONTE FINANCIAL GROUP, LLC
30 LONG HILL ROAD, GUILFORD, CT
Full Contact Details
Other Info
Monte Financial Group LLC is legally known as MONTE FINANCIAL GROUP, LLC. It is a CT Limited Liability Company. This firm has 7 employees, of which 4 are employees in advisory roles. It serves 8 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 4, 2009.
Home - Monte Financial Group
At Monte Financial Group we seek to help our clients build a financially secure life for themselves and families by creating an integrated life plan flexible to adapt to changes in their lifestyle and economic status. We help clients focus on their goals, whether they are short-term needs or long-te…
Direct Owners
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ROBERT JOHN MONTE
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more
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Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 7, 2019
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