| Entity Name: | MONTE FINANCIAL GROUP, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 25 Mar 2009 |
| Business ALEI: | 0966685 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 30 LONG HILL ROAD, GUILFORD, CT, 06437, United States |
| Mailing address: | 30 LONG HILL ROAD, GUILFORD, CT, United States, 06437 |
| ZIP code: | 06437 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | robert.j.monte@montefinancialgroup.com |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1755651 | 30 LONG HILL ROAD, GUILFORD, CT, 06437 | 30 LONG HILL ROAD, GUILFORD, CT, 06437 | 203-453-6851 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2024-10-22 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-07-22
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2024-07-22 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-29
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2024-04-29 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-22
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2024-01-22 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-24
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2023-10-24 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-25
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2023-07-25 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-26
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2023-04-26 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-23
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2023-01-23 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-24
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2022-10-24 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-20
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2022-07-20 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-22
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2022-04-22 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-26
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2022-01-26 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-10-25
| Form type | 13F-HR/A |
| File number | 028-18909 |
| Filing date | 2021-10-25 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-10-25
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2021-10-25 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-07-26
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2021-07-26 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-04-30
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2021-04-30 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-03
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2021-02-03 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-11-03
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2020-11-03 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-03
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2020-08-03 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-04-28
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2020-04-28 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-04
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2020-02-04 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-11-06
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2019-11-06 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-08-07
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2019-08-07 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-23
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2019-04-23 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-01-31
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2019-01-31 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-10-16
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2018-10-16 |
| Reporting date | 2018-09-30 |
| File | View File |
Filings since 2018-10-16
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2018-10-16 |
| Reporting date | 2018-06-30 |
| File | View File |
Filings since 2018-10-16
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2018-10-16 |
| Reporting date | 2018-03-31 |
| File | View File |
Filings since 2018-10-16
| Form type | 13F-HR |
| File number | 028-18909 |
| Filing date | 2018-10-16 |
| Reporting date | 2017-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MONTE FINANCIAL GROUP, LLC 401(K) RETIREMENT PLAN | 2023 | 270400941 | 2024-10-04 | MONTE FINANCIAL GROUP, LLC | 8 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-10-04 |
| Name of individual signing | ROBERT J. MONTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-06-19 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034536851 |
| Plan sponsor’s address | 30 LONG HILL ROAD, GUILFORD, CT, 06437 |
Signature of
| Role | Plan administrator |
| Date | 2023-09-28 |
| Name of individual signing | ROBERT J. MONTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-06-19 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034536851 |
| Plan sponsor’s address | 30 LONG HILL ROAD, GUILFORD, CT, 06437 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-10 |
| Name of individual signing | ROBERT J. MONTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-06-19 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034536851 |
| Plan sponsor’s address | 30 LONG HILL ROAD, GUILFORD, CT, 06437 |
Signature of
| Role | Plan administrator |
| Date | 2021-09-09 |
| Name of individual signing | ROBERT J. MONTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-06-19 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034536851 |
| Plan sponsor’s address | 30 LONG HILL ROAD, GUILFORD, CT, 06437 |
Signature of
| Role | Plan administrator |
| Date | 2020-07-15 |
| Name of individual signing | ROBERT J. MONTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-06-19 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034536851 |
| Plan sponsor’s address | 30 LONG HILL ROAD, GUILFORD, CT, 06437 |
Signature of
| Role | Plan administrator |
| Date | 2019-07-30 |
| Name of individual signing | ROBERT J. MONTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-06-19 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034536851 |
| Plan sponsor’s address | 30 LONG HILL ROAD, GUILFORD, CT, 06437 |
Signature of
| Role | Plan administrator |
| Date | 2018-10-01 |
| Name of individual signing | ROBERT J. MONTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-06-19 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034536851 |
| Plan sponsor’s address | 30 LONG HILL ROAD, GUILFORD, CT, 06437 |
Signature of
| Role | Plan administrator |
| Date | 2017-04-25 |
| Name of individual signing | ROBERT J. MONTE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2009-06-19 |
| Business code | 523900 |
| Sponsor’s telephone number | 2034536851 |
| Plan sponsor’s address | 30 LONG HILL ROAD, GUILFORD, CT, 06437 |
Signature of
| Role | Plan administrator |
| Date | 2016-09-27 |
| Name of individual signing | ROBERT J. MONTE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| ROBERT J. MONTE | Agent | 30 LONG HILL ROAD, GUILFORD, CT, 06437, United States | 30 LONG HILL ROAD, GUILFORD, CT, 06437, United States | +1 203-494-8498 | robert.j.monte@montefinancialgroup.com | 8 WINTERBERRY ROAD, GUILFORD, CT, 06437, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| Alexander Monte | Officer | 30 Long Hill Road, Guilford, CT, 06437-1870, United States | No data | No data | 524 Opening Hill Rd, Madison, CT, 06443-8229, United States |
| ROBERT J. MONTE | Officer | 30 LONG HILL ROAD, GUILFORD, CT, 06437, United States | +1 203-494-8498 | robert.j.monte@montefinancialgroup.com | 8 WINTERBERRY ROAD, GUILFORD, CT, 06437, United States |
| Benjamin Monte | Officer | 30 Long Hill Rd, Guilford, CT, 06437-1870, United States | No data | No data | 39 Hillside Avenue, Apt D, Branford, CT, 34210, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | GOLDEN ASSETS, LLC | MONTE FINANCIAL GROUP, LLC | 2009-06-26 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012282182 | 2024-02-14 | No data | Annual Report | Annual Report | No data |
| BF-0011294917 | 2023-02-03 | No data | Annual Report | Annual Report | No data |
| BF-0010233778 | 2022-03-30 | No data | Annual Report | Annual Report | 2022 |
| 0007152037 | 2021-02-15 | No data | Annual Report | Annual Report | 2021 |
| 0006752646 | 2020-02-11 | No data | Annual Report | Annual Report | 2020 |
| 0006413571 | 2019-02-27 | No data | Annual Report | Annual Report | 2019 |
| 0006058368 | 2018-02-07 | No data | Annual Report | Annual Report | 2018 |
| 0005778732 | 2017-03-02 | No data | Annual Report | Annual Report | 2017 |
| 0005508777 | 2016-03-09 | No data | Annual Report | Annual Report | 2016 |
| 0005508775 | 2016-03-09 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 06 Jan 2025
Sources: Connecticut's Official State Website
