Del Monte Capital, Inc.
Firm details
- Headquarters
- Monterey, California
- CRD number
- 300894
- Website
- delmonteinvestments.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Del Monte Capital, Inc. is a small, independently owned registered investment adviser organized as a corporation and registered at the state level in California. The firm serves individual and family clients (and small businesses), charging advisory fees as a percentage of assets under management and providing portfolio management on a largely non-discretionary basis. The principal business activity listed for the firm is real estate brokerage, and that operational focus appears alongside its advisory work rather than indicating a separate investment 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 1
Michael 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
- 513 A Hartnell St
- Time zone
- PT (UTC-8)
- Office locations
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