Del Monte Group, LLC

Del Monte Group, LLC (CRD# 106669) is a financial advisory firm headquartered in Alamo, CA. They manage $307,637,364 in 928 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
Pmb #540, 3000-f Danville Blvd., Alamo, CA 94507
https://www.youtube.com/c/aplaceofpossibility
By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    928
    ACCOUNTS
  • Average Account Value
    $331,506
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV, OR, TX, UT

Financial Advisors at Del Monte Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard Del Monte, financial advisor Alamo CA
Richard M. Del Monte
CRD#: 1334837
Alamo, CA

Richard Del Monte (CRD# 1334837) is an Investment Advisor Representative working at Del Monte Group, LLC in Alamo, CA and has over 33 years of experience in the finance industry.

2
Ingrid Delmonte, financial advisor Alamo CA
Ingrid A. Delmonte
CRD#: 2046985
75 Golden Meadow Lane, Alamo, CA 94507

Ingrid Delmonte (CRD# 2046985) is an Investment Advisor Representative working at Del Monte Group, LLC in Alamo, CA and has over 33 years of experience in the finance industry.

3
Angela Wright, financial advisor Alamo CA
Angela M. Wright
CRD#: 4679860
Alamo, CA

Angela Wright (CRD# 4679860) is an Investment Advisor Representative working at Del Monte Group, LLC in Alamo, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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