Monte Financial is an investment advisor in Guilford with $343.52 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270400941
SEC advisor number
801-70207
FINRA CRD number
150119
AUM ?
$372.79 mm
(as of 12 Mar 24)
Accounts
404
(as of 12 Mar 24)
Employees
9
(5 investment advisory or research)
Address
Monte Financial
30 LONG HILL ROAD
GUILFORD
CT 06437
30 LONG HILL ROAD
GUILFORD
CT 06437
Phone
203-453-6851
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22