RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 6, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
MONTE, ROBERT, JOHNIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
SECO, ROBERT, JOSEPHIMEMBER/CHIEF COMPLIANCE OFFICERE Control
SECO, ROBERT, JOSEPHIMEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 6, 2025 REGISTERED

Notice Filings (15)

CA CT FL GA MA ME NC NH NJ NY PA RI TX VA VT

Address

30 LONG HILL ROAD
GUILFORD, CT 06437
United States
Phone: 203-453-6851