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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 06-04-2009
- Office Locations
- 1
Office Locations
About Monte Financial Group, LLC
Monte Financial Group is a Guilford, CT private wealth manager providing financial planning, customized wealth solutions, and ongoing investment management for individuals and families. The team emphasizes active portfolio management and aligning portfolios with clients’ values, including ESG/socially responsible preferences when appropriate. Portfolios skew heavily to ETFs alongside U.S. government and other fixed income, typically custodied at Schwab or Fidelity.
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Owner & Executives
ROBERT JOHN MONTE
Chief Compliance Officer, Managing Member, Private Wealth Advisor
- CRD
- #1259890
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CAMERON JAMES DAVIGNON
Associate
- CRD
- #7254263
WILLIAM HOWARD LEETE JR
Wealth Advisor
- CRD
- #2400776
Fusion north
Unison momentum
- CRD
- #13997
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $482,388,159 | $1,101,343 |
| Non-Discretionary | $0 | -- |
| Total | $482,388,159 | $1,101,343 |
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Separately Managed Accounts
Total SMA Asset: $482,388,159
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $660,376,343 | 16.8% |
| U.S. Government/Agency | $841,193,675 | 21.4% |
| Cash | $778,300,690 | 19.8% |
| Corporate - Investment Grade | $479,559,011 | 12.2% |
| Public Funds | $872,640,167 | 22.2% |
| Municipal Bonds | $298,741,678 | 7.6% |
| Total | $3,930,811,564 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX BEACON | CAPITAL CAPITAL | ZBGC5KR61 | ITFUR | 8.78% | $1,493,628 |
| FOCUS ATLAS BRIDGE | QUANTUM UNISON | AGNKV7BZ2 | XSG | 9.13% | $61,675,457 |
| RIDGE UNISON | EAGLE PEAK | 1RT6Y3TVQ | TEDCO | 1.52% | $110,666,283 |
| ATLAS PRIME PRIME | VITAL PEAK | 7W3CCXM5G | NLFL | 11.26% | $49,414,548 |
| FOCUS RIDGE | EMBER ATLAS | 1KFO7OVG3 | RELV | 1.44% | $87,240,990 |
| DELTA OPTIMA | LEGACY QUANTUM | MNENK3OQW | JSBEC | 1.61% | $28,275,067 |
| PATHWAY ALPHA | VERTEX VECTOR | QFXAHIXCT | MYC | 4.65% | $118,353,105 |
| FOCUS HARBOR MERIDIAN | PATHWAY LEGACY | H5867CIQU | CIZ | 6.22% | $105,128,831 |