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| Monte Financial Group LLC
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| CRD # | 150119 |
| SEC # | 801-70207 |
| CIK # | 0000175565, 0001755651 |
| AUM | 482.4 M (2026-03-03) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 203-453-6851 |
| Address | 30 Long Hill Road Guilford, CT 06437 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000175565 0001755651 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Johnson & Johnson | 8.3 | |
| Chevron Corp | 8.0 | |
| United Technologies Corp /DE/ | 7.5 | |
| Wells Fargo & Co/MN | 6.9 | |
| Baker Hughes A GE Co | 6.9 | |
| EOG Resources Inc | 6.8 | |
| Automatic Data Processing Inc | 6.8 | |
| Pfizer Inc | 6.7 | |
| Avery Dennison Corporation | 6.6 | |
| Novartis AG | 6.6 | |
| Packaging Corp of America | 6.6 | |
| Hershey Co | 6.5 | |
| Home Depot Inc | 6.4 | |
| Denali Holding Inc | 6.4 | |
| United Parcel Service Inc | 6.2 | |
| Merck & Co Inc | 6.1 | |
| Cisco Systems Inc | 6.1 | |
| Hartford Financial Services Group Inc/DE | 6.1 | |
| CME Group Inc | 6.0 | |
| GAP Inc | 5.9 | |
| Abbott Laboratories | 5.8 | |
| Omnicom Group Inc | 5.7 | |
| PPG Industries Inc | 5.6 | |
| Regions Financial Corp | 5.5 | |
| CDW Corp | 5.2 | |
| Garmin Ltd | 5.1 | |
| Stanley Black & Decker Inc | 5.1 | |
| Medtronic Holdings Ltd | 5.0 | |
| M&T Bank Corp | 5.0 | |
| Air Products & Chemicals Inc /DE/ | 5.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 309 | 100.0 |
| (b) Individuals (high net worth individuals) | 125 | 376.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 482.4 |
| By Discretionary | ||
| Discretionary | 438 | 482.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 438 | 482.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 482.4 | |
| Total | 438 | 482.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001755651] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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