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- Custodian
- Betterment ยท Capital Group
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-17-2019
- Office Locations
- 1
Office Locations
About DEL Monte Capital, Inc.
Del Monte Capital, Inc. is a Monterey, CA RIA led by CFA Michael A. Kirch. The firm provides goal-based wealth and portfolio management for individuals and businesses, emphasizing diversification, risk management, and retirement planning. Portfolios are reviewed quarterly and implemented primarily with ETFs and funds from large managers (e.g., Vanguard, BlackRock, DFA); the practice does not trade individual stocks.
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Owner & Executives
MICHAEL ANTHONY KIRCH
Broker, Chief Compliance Officer, President
- CRD
- #2224591
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $250,000 | -- |
| Total | $250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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