Del Monte Group, LLC

Investment Advisor
in Alamo, CA

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About this Advisor

Leonardo Bojorquez is a chartered financial consultant based in Alamo, California with 1 year of industry experience. Bojorquez is currently employed by Del Monte Group, LLC. During their career, the advisor has held roles at United States Marine Corps, Los Medanos College, Uc Berkeley, Bank Of America, Assetmark, Inc, Alamo Capital and Del Monte Group, LLC. Bojorquez has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Del Monte Group, LLC is a registered investment business operating in Alamo, California. It controls $219 million in assets under management between its 730 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 730 client accounts, 26% belong to high-net-worth individuals who have at least $1 million in investable assets. The company offers a number of services, such as portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types billed by Del Monte Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Alamo, CA

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Del Monte Group, LLC Brokerage Details

Total Assets Under Management


Total Number of Employees


Total Number of Accounts


Average Account Size


Investment Advisory Services

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

Leonardo Bojorquez Work History

Leonardo has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Del Monte Group, LLC

2020 - 2022 (2 years)

Alamo Capital

2019 - 2020 (1 year)

Assetmark, Inc

2018 - 2019 (1 year)

Bank Of America

2016 - 2018 (2 years)

Uc Berkeley

2013 - 2016 (3 years)

Los Medanos College

2010 - 2013 (3 years)

United States Marine Corps

*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 Leonardo Bojorquez 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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