DEL MONTE CAPITAL, INC.

RIASEC Registered
Total AUM
$250K
Discretionary
$0
0% of AUM
Avg account
$125K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
MONTEREY, California
CRD number
300894
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • MICHAEL KIRCH

    Registered Investment AdviserCRD 2224591

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth