Monetta Financial Services Inc
Firm details
- Headquarters
- Wheaton, Illinois
- CRD number
- 105367
- Registered since
- June 28, 1984
- Website
- monetta.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Monetta Financial Services Inc is a privately owned corporate RIA that has been SEC-registered since 1984. The firm is structured to serve institutional clients and bills for advice as a percentage of assets under management. Its primary advisory activity is portfolio management for investment companies. Monetta reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Robert Bacarella
Founder, President, and Portfolio ManagerCRD 1522109
Anthony Pontarelli
InvestorCRD 4351997
Virgil Pontarelli
InvestorCRD 4359499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$45.4M in ETFs
100%
$45.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $13.4M | 18,000 | 29.59% |
Location
Wheaton, IL
Du Page
Location
Wheaton, IL
Headquartered in Wheaton, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1776 S Naperville Rd
- Time zone
- CT (UTC-6)
- Office locations
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