Ingrid
Delmonte

Del Monte Group, LLC

CRD#2046985
Investment Advisor
in Alamo, CA

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About this Advisor

Ingrid Delmonte is a financial advisor based in Alamo, California who has 31 years of relevant experience. Delmonte currently works for Del Monte Group, LLC. Throughout their career, they have worked at Del Monte Financial Services, Inc and Heritage Apartments. Delmonte has a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in California. Del Monte Group, LLC is a firm operating in Alamo, California. It oversees $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 customer accounts, 26% are held by high-net-worth individuals who have greater than $1 million in investable assets. Del Monte Group, LLC performs a broad set of services, including portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Financial management fees typically depend on the services. Fees billed by Del Monte Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

31 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets

Office Location

75 Golden Meadow Lane
Alamo, CA 94507

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Del Monte Group, LLC Brokerage Details

Total Assets Under Management

$218,994,000

Total Number of Employees

3

Total Number of Accounts

730

Average Account Size

$299,992

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Ingrid Delmonte Work History

Ingrid has been registered as a financial advisor for 31 years.*

2003 - Present (20 years)

Heritage Apartments

1992 - Present (31 years)

Del Monte Financial Services, Inc

*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.

Disclosures

Please visit the SEC profile of Ingrid Delmonte 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

Leonardo Bojorquez
Alamo, CA
Angela Wright
Alamo, CA
Ingrid Delmonte
Alamo, CA
Richard Del Monte
Alamo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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