MONTEALEGRE FINANZAS LLC

Adviser information for MONTEALEGRE FINANZAS LLC last updated from Form ADV on January 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Publication of periodicals or newsletters
Compensation Subscription fees

Identifiers

SEC RIA File Number 801-129507
SEC ERA File Number 801-129507
SEC CIK Numbers None
SEC CRD Numbers 163435
Legal Entity Identifier None

Principal Office

1225 W. 190TH STREET, SUITE 275
GARDENA
CA
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: 310-467-7199, Fax: 310-516-2006

Chief Compliance Officer

OSCAR MONTEALEGRE
PRESIDENT
1225 W. 190TH STREET, SUITE 275
GARDENA
CA
United States
Tel: 310-467-7199
Fax: 310-516-2006
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MONTEALEGRE, OSCAR Individual CCO 04/2012 > 75%

No. Employees, Historic

000202420250 on 1/15/2024