Monte Financial Group Revenue

Financial Services • Guilford, Connecticut, United States • 11-20 Employees

Monte Financial Group revenue & valuation

Annual revenue	$20,200,000
Revenue per employee	$1,551,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$64,500,000
Total funding	No funding

Key Contact at Monte Financial Group

Bob Monte

President/Certified Private Wealth Advisor®, Retirement Management Advisor®

Company overview

Headquarters	30 Long Hill Rd, Guilford, CT 06437, US
Phone number	+18772181824
Website	montefinancialgroup.com
NAICS	52
SIC	628
Keywords	Investment Management, Portfolio Analysis, Asset Managment, Trust Services, Philanthropic Planning, Wealth Solutions, Financial Needs Analysis, Trust Solutions
Founded	2009
Employees	11-20
Socials

Monte Financial Group Email Formats

Monte Financial Group uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@montefinancialgroup.com), used 70% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@montefinancialgroup.com	70%
{first name}.{last name}	john.doe@montefinancialgroup.com	20%
{first initial}{last name}.{last name}	jdoe.doe@montefinancialgroup.com	10%

About Monte Financial Group

Monte Financial Group is an independent private wealth management firm offering comprehensive financial planning, investment management, charitable planning, and trust services to individuals and families. We never presume our client’s needs and do not sell products. We are a fee-only advisor that provides customized wealth management strategies constructed from the ground up designed to help you achieve your financial goals. For your Information: Periodically, links may be established between this website and one or more websites operated by third parties, or where third parties provide content. Accessing these sites is at your own risk. While Monte Financial Group, LLC considers such information to be reliable, it does not guarantee its accuracy. Therefore, Monte Financial Group will not be liable for any issues arising from or related to these websites and their content. These sites are offered for your convenience and should not be interpreted as an endorsement by Monte Financial Group of those websites or any content they contain.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Intern

Employees by Department

Monte Financial Group has 9 employees across 5 departments.

Departments

Number of employees

Funding Data

Monte Financial Group has never raised funding before.

Monte Financial Group Tech Stack

Discover the technologies and tools that power Monte Financial Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

AddToAny Share Buttons

WordPress plugins

Site Kit

Analytics

PWA

Miscellaneous

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Monte Financial Group is located in Guilford, Connecticut, US.

You can reach Monte Financial Group at +18772181824.

Monte Financial Group generates an estimated annual revenue of $20,155,931. This revenue figure reflects the company's market position and business performance in its industry.

Monte Financial Group has an estimated valuation of $64,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Monte Financial Group was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Monte Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Monte Financial Group

Bob Monte

President/Certified Private Wealth Advisor®, Retirement Management Advisor®

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