Del Monte Group, LLC
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About this Advisor
Richard Del Monte is a certified financial planner working out of Alamo, California who has 31 years of industry experience. Del Monte is an advisor for Del Monte Group, LLC. Del Monte has gained experience at Del Monte Group, Wymac Capital Inc and Heritage Apartments. Del Monte holds a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in California, Texas and Washington. Del Monte Group, LLC is an advisory firm operating in Alamo, California. It manages $219 million in assets under management among its 730 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 730 client accounts, 26% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Del Monte Group, LLC provides a number of services, such as portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Financial advisory fee schedules usually are based on which service is offered. 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
Richard Del Monte Work History
Richard has been registered as a financial advisor for 31 years.*
Wymac Capital Inc
Del Monte Group
*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 Richard Del Monte 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
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 email@example.com.
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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.