Del Monte Group, LLC

Del Monte Group, LLC (CRD# 106669) is a financial advisory firm headquartered in Alamo, CA. They manage $100,361,474 in 479 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    479
    ACCOUNTS
  • Average Account Value
    $209,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Del Monte Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Christopher S. Hughes
CRD#: 5095941
Alamo, CA
96
Wealthminder
score

Christopher Hughes (CRD# 5095941) is an Investment Advisor Representative working at Del Monte Group, LLC in Alamo, CA and has over 10 years of experience in the finance industry. Christopher Hughes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Angela M. Wright
CRD#: 4679860
Alamo, CA
96
Wealthminder
score

Angela Wright (CRD# 4679860) is an Investment Advisor Representative working at Del Monte Group, LLC in Alamo, CA and has over 13 years of experience in the finance industry. Angela Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ingrid A. Delmonte
CRD#: 2046985
75 Golden Meadow Lane, Alamo, CA 94507
93
Wealthminder
score

Ingrid Delmonte (CRD# 2046985) is an Investment Advisor Representative working at Del Monte Group, LLC in Alamo, CA and has over 25 years of experience in the finance industry.

4
Richard M. Del Monte
CRD#: 1334837
Alamo, CA
86
Wealthminder
score

Richard Del Monte (CRD# 1334837) is an Investment Advisor Representative working at Del Monte Group, LLC in Alamo, CA and has over 26 years of experience in the finance industry. Richard Del Monte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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