# Monte Financial Group

Monte Financial Group is a RIA based in Guilford, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Guilford, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/1674880

## Regulatory record

- **CRD number:** 150119
- **SEC file number:** 801-70207
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150119

## About

Monte Financial Group is an independent private wealth management firm offering comprehensive financial planning, investment management, charitable planning, and trust services to individuals and families. We never presume our client’s needs and do not sell products. We are a fee-only advisor that provides customized wealth management strategies constructed from the ground up designed to help you achieve your financial goals. For your Information: Periodically, links may be established between this website and one or more websites operated by third parties, or where third parties provide content. Accessing these sites is at your own risk. While Monte Financial Group, LLC considers such information to be reliable, it does not guarantee its accuracy. Therefore, Monte Financial Group will not be liable for any issues arising from or related to these websites and their content. These sites are offered for your convenience and should not be interpreted as an endorsement by Monte Financial Group of those websites or any content they contain.

## Questions

### Who runs Monte Financial Group?

No named principals or executives have been publicly identified for Monte Financial Group. The firm's leadership structure is not disclosed in any public filings or media reports.

### What is the wealth origin behind Monte Financial Group?

The source of wealth for Monte Financial Group has not been publicly disclosed. No information links the firm to a specific industry, inheritance, or entrepreneurial exit. This level of opacity is deliberate.

### Does Monte Financial Group participate in fund commitments or direct investments?

No public records or media reports indicate whether Monte Financial Group commits to external funds, makes direct investments, or engages in co-investments. Its investment vehicle structure remains unknown.

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Last updated: 2026-07-06T01:24:21.606Z

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