DEL MONTE CAPITAL, INC.
Firm details
- Headquarters
- MONTEREY, California
- CRD number
- 300894
- Website
- delmonteinvestments.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Del Monte Capital, Inc. operates as a small, fee-based advisory firm that combines portfolio management for individuals and small businesses with real estate brokerage activity. The firm appears to run a highly concentrated, boutique practice: its mandate emphasizes liquid public equities and mutual funds while maintaining ties to third-party real estate investment opportunities. Advisory relationships are structured as percentage-of-AUM engagements and the firm reports actively managing client assets on a non-discretionary basis. Del Monte Capital is organized as a corporation and is owned by an individual; it does not present as an ESG-focused or multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1MICHAEL KIRCH
Registered Investment AdviserCRD 2224591
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MONTEREY, CA
MONTEREY
Location
MONTEREY, CA
Headquartered in MONTEREY, CA, in the West of the United States.
- Region
- West
- County
- MONTEREY
- Address
- 513A Hartnell St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
THREE SHEEP WEALTH MANAGEMENT, LLC
RIAMONTEREY, CA
MONTEREY BAY ASSET MANAGEMENT LLC
RIAMONTEREY, CA
T.H. RAPKO & COMPANY, LLC
RIAMONTEREY, CA
MCFARLAND ASSOCIATES
RIAMONTEREY, CA
INTEGRIS WEALTH MANAGEMENT, LLC
RIAMONTEREY, CA
BELVILLE FINANCIAL ADVISORS
RIAMONTEREY, CA