M
$20.9M Total AUM
$20.9M Disc. AUM
-- 3Y CAGR
5 Employees
17 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2012
- Office Locations
- 1
Office Locations
900 Ogden AVE, #439 Downers Grove IL
About Monte Capital Group LLC
Monte Capital Group LLC is a Downers Grove-based RIA. The firm has been operating for 14 years. Managing $20.9M in total assets under management, with 5 advisory representatives. They custody assets with Capital Group and Interactive Brokers. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
52 AVG AGE
$4.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.6 yrs AVG TENURE
5 Employees
5 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Oak Momentum zenith Wave Delta alpha Horizon North prime Signal Delta Foundation ridge
Client Personas
Fusion
Custodian
Optima pioneer Ember capital Radial bridge Catalyst oak Capital element Peak pathway Zenith alpha Quantum matrix Catalyst
Investment Themes
Value optima Foundation oak
Investment Vehicles
Harbor pathway
Services
Capital frontier Glacier catalyst Unison Horizon radial
Owner & Executives
A
ANNETTE AURELIE CAZENAVE
--
- CRD
- #1720683
- Ownership
- Less than 5%
(222) 370-7043
peak.glacier@catalystcapital.com
in linkedin.com/in/beacon-north
C
CHARLES MARK REMES
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(785) 963-9175
legacy.signal@unisoncapital.com
in linkedin.com/in/harbor-value
V
Vital quantum
Unison eagle
- CRD
- #18574
- Ownership
- 39.9%
(914) 764-4559
insight.summit@momentumcapital.com
in linkedin.com/in/timber-foundation
Showing 2 of 3 owners & executives
Unlock allContacts
REID THOMAS MILLER
--
- CRD
- #2321797
(980) 542-7183
vital.harbor@frontiercapital.com
in linkedin.com/in/catalyst-eagle
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,914,363 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,914,363 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,914,363
Equity - Exchange:
21.0% Corporate - Investment Grade:
9.8% Corporate - Non-Investment Grade:
19.2% Cash:
22.7% U.S. Government/Agency:
27.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,668,012,905 | 21.0% |
| Corporate - Investment Grade | $778,406,022 | 9.8% |
| Corporate - Non-Investment Grade | $1,525,040,370 | 19.2% |
| Cash | $1,803,042,521 | 22.7% |
| U.S. Government/Agency | $2,168,416,778 | 27.3% |
| Total | $7,942,918,596 | 100.0% |