Del Monte Capital, Inc.

RIAState Registered
Total AUM
$350K
Discretionary
$0
0% of AUM
Avg account
$175K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
Monterey, California
CRD number
300894
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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

    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
513 A Hartnell St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth