Del Monte Group, LLC
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About this Advisor
Angela Wright is a certified financial planner who works out of Alamo, California with a total of 15 years of industry experience. Wright is an employee of Del Monte Group, LLC. They have been employed by Del Monte Group, Llc for their entire career. Wright has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Del Monte Group, LLC is a business operating in Alamo, California. It administers $219 million in assets among its 730 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 730 accounts, 26% belong to high-net-worth investors who have at least $1 million in assets. Del Monte Group, LLC offers a wide array of services, including portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Fees for financial advice vary depending on which services the firm provides the client. However, fee types charged by Del Monte Group, LLC typically consist of asset-based fees.
Certifications and Registrations
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Del Monte Group, LLC Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Angela Wright Work History
Angela has been registered as a financial advisor for 15 years.*
Del Monte Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Angela Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Del Monte Group, LLC
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.