MONTE FINANCIAL GROUP, LLC
CRD #150119 SEC #801-70207 GUILFORD, CT 203-453-6851
SEC Registered
Total AUM
$426.6M
Discretionary
$426.6M
Employees
11
Clients
26
Accounts
459
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $426.6M | $426.6M | $0 | 11 | 0 |
| Mar 2025 | $426.6M | $426.6M | $0 | 11 | 0 |
| Mar 2025 | $430.1M | $430.1M | $0 | 11 | 0 |
| Mar 2024 | $372.8M | $372.8M | $0 | 9 | 0 |
| Oct 2023 | $332.4M | $332.4M | $0 | 8 | 1 |
| Mar 2023 | $332.4M | $332.4M | $0 | 8 | 1 |
| Mar 2022 | $343.5M | $341.1M | $2.5M | 7 | 3 |
| Mar 2022 | $343.5M | $341.1M | $2.5M | 7 | 3 |
| Feb 2021 | $287.8M | $287.8M | $0 | 7 | 13 |
| Nov 2020 | $273.9M | $273.9M | $0 | 8 | 12 |
| May 2020 | $273.9M | $273.9M | $0 | 8 | 12 |
| Mar 2020 | $273.9M | $273.9M | $0 | 8 | 12 |
| Sep 2019 | $228.3M | $228.3M | $0 | 7 | 8 |
| Feb 2019 | $228.3M | $228.3M | $0 | 7 | 8 |
| Oct 2018 | $210.8M | $210.8M | $0 | 6 | 2 |
| Mar 2018 | $210.8M | $210.8M | $0 | 6 | 2 |
| Dec 2017 | $209.9M | $201.2M | $8.7M | 6 | 0 |
| Feb 2017 | $188.4M | $176.9M | $11.5M | 6 | 200 |
| Mar 2016 | $162.1M | $156.6M | $5.5M | 6 | 200 |
| Nov 2015 | $158.3M | $147.2M | $11M | 4 | 200 |
| Nov 2015 | $158.3M | $147.2M | $11M | 4 | 200 |
| Mar 2015 | $158.3M | $147.2M | $11M | 4 | 200 |
| Mar 2014 | $153.1M | $139.6M | $13.5M | 3 | 200 |
| Feb 2014 | $153.1M | $139.6M | $13.5M | 3 | 200 |
| Dec 2013 | $130.2M | $118.3M | $11.9M | 3 | 200 |
| Nov 2013 | $130.2M | $118.3M | $11.9M | 3 | 200 |
| Nov 2013 | $130.2M | $118.3M | $11.9M | 3 | 200 |
| Jan 2013 | $130.2M | $118.3M | $11.9M | 3 | 200 |
| Jan 2013 | $130.2M | $118.3M | $11.9M | 3 | 200 |
| Nov 2012 | $123.6M | $111.2M | $12.4M | 4 | 200 |
| Jan 2012 | $123.6M | $111.2M | $12.4M | 1 | 200 |
| Jun 2011 | $123M | $106M | $17M | 5 | -- |
| May 2011 | $123M | $106M | $17M | 5 | -- |
| May 2011 | $91.2M | $89.9M | $1.3M | 5 | -- |
| Feb 2011 | $91.2M | $89.9M | $1.3M | 5 | -- |
| Jan 2011 | $91.2M | $89.9M | $1.3M | 5 | -- |
| Sep 2010 | $71.6M | $71.6M | $0 | 5 | -- |
| Jul 2010 | $71.6M | $71.6M | $0 | 5 | -- |
| Mar 2010 | $71.6M | $71.6M | $0 | 5 | -- |
| May 2009 | $0 | $0 | $0 | 5 | -- |
DateJun 2025
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$430.1M
Discretionary$430.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$372.8M
Discretionary$372.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees8
Clients1
DateMar 2023
Total AUM$332.4M
Discretionary$332.4M
Non-Disc.$0
Employees8
Clients1
DateMar 2022
Total AUM$343.5M
Discretionary$341.1M
Non-Disc.$2.5M
Employees7
Clients3
DateMar 2022
Total AUM$343.5M
Discretionary$341.1M
Non-Disc.$2.5M
Employees7
Clients3
DateFeb 2021
Total AUM$287.8M
Discretionary$287.8M
Non-Disc.$0
Employees7
Clients13
DateNov 2020
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees8
Clients12
DateMay 2020
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees8
Clients12
DateMar 2020
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees8
Clients12
DateSep 2019
Total AUM$228.3M
Discretionary$228.3M
Non-Disc.$0
Employees7
Clients8
DateFeb 2019
Total AUM$228.3M
Discretionary$228.3M
Non-Disc.$0
Employees7
Clients8
DateOct 2018
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees6
Clients2
DateMar 2018
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees6
Clients2
DateDec 2017
Total AUM$209.9M
Discretionary$201.2M
Non-Disc.$8.7M
Employees6
Clients0
DateFeb 2017
Total AUM$188.4M
Discretionary$176.9M
Non-Disc.$11.5M
Employees6
Clients200
DateMar 2016
Total AUM$162.1M
Discretionary$156.6M
Non-Disc.$5.5M
Employees6
Clients200
DateNov 2015
Total AUM$158.3M
Discretionary$147.2M
Non-Disc.$11M
Employees4
Clients200
DateNov 2015
Total AUM$158.3M
Discretionary$147.2M
Non-Disc.$11M
Employees4
Clients200
DateMar 2015
Total AUM$158.3M
Discretionary$147.2M
Non-Disc.$11M
Employees4
Clients200
DateMar 2014
Total AUM$153.1M
Discretionary$139.6M
Non-Disc.$13.5M
Employees3
Clients200
DateFeb 2014
Total AUM$153.1M
Discretionary$139.6M
Non-Disc.$13.5M
Employees3
Clients200
DateDec 2013
Total AUM$130.2M
Discretionary$118.3M
Non-Disc.$11.9M
Employees3
Clients200
DateNov 2013
Total AUM$130.2M
Discretionary$118.3M
Non-Disc.$11.9M
Employees3
Clients200
DateNov 2013
Total AUM$130.2M
Discretionary$118.3M
Non-Disc.$11.9M
Employees3
Clients200
DateJan 2013
Total AUM$130.2M
Discretionary$118.3M
Non-Disc.$11.9M
Employees3
Clients200
DateJan 2013
Total AUM$130.2M
Discretionary$118.3M
Non-Disc.$11.9M
Employees3
Clients200
DateNov 2012
Total AUM$123.6M
Discretionary$111.2M
Non-Disc.$12.4M
Employees4
Clients200
DateJan 2012
Total AUM$123.6M
Discretionary$111.2M
Non-Disc.$12.4M
Employees1
Clients200
DateJun 2011
Total AUM$123M
Discretionary$106M
Non-Disc.$17M
Employees5
Clients--
DateMay 2011
Total AUM$123M
Discretionary$106M
Non-Disc.$17M
Employees5
Clients--
DateMay 2011
Total AUM$91.2M
Discretionary$89.9M
Non-Disc.$1.3M
Employees5
Clients--
DateFeb 2011
Total AUM$91.2M
Discretionary$89.9M
Non-Disc.$1.3M
Employees5
Clients--
DateJan 2011
Total AUM$91.2M
Discretionary$89.9M
Non-Disc.$1.3M
Employees5
Clients--
DateSep 2010
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--