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Monte Financial Group

EST. AUM
$482,388,159

CONTACTS
6

CLIENT ACCOUNTS
438

Firm Details

Metro area Hartford
CRD Number 150119
Website montefinancialgroup.com
Client types

Overview

Monte Financial Group is an independent private wealth management firm that provides tailored financial planning, investment management, trust services, and charitable planning solutions for individuals and families.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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