The Monteverde Group, Llc

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Description

  • The Monteverde Group, LLC is a pioneering organization serving clients across the United States. With our technological links to the global market, access to major policy making organizations, and a network of financial talent and experience. We are committed to providing personalized service to help our clients realize their goals and to pass on the fruits of their success to those they love.We have a strong desire to earn the clients trust through competent and informed caring. We ensure that the financial and tax planning solutions we provide are based upon extensive market research, financial insight and comprehensive planning with integrity.Securities offered through Registered Representatives of Royal Alliance Associates Inc., Member FINRA (www.finra.org) /SIPC (www.sipc.org) Investment Advisory Services offered through Investment Advisory Representatives of Royal Alliance Associates. Insurance offered through The Monteverde Group LLC and is not affiliated with Royal Alliance Associates. This page is created for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Royal Alliance Associates may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.
  • location

    Headquarters:Three Gateway Center Suite 230 Suite 2300, Pittsburgh, Pennsylvania, United States

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  • The Monteverde Group, Llc phone

    Phone Number: +1 413-391-0419

  • The Monteverde Group, Llc website

    Website: https://www.monteverdegroup.com

  • The Monteverde Group, Llc employees

    Employees:10

  • The Monteverde Group, Llc revenue

    Revenue:$1 - 10M

  • The Monteverde Group, Llc legal name

    Legal Name:The Monteverde Group, Llc

  • The Monteverde Group, Llc's Social Media

    The Monteverde Group, Llc linkedin The Monteverde Group, Llc facebook The Monteverde Group, Llc twitter
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  • |  NAICS Code: 523930  |

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Chief Investment Officer, Partner for The Monteverde Group, Llc

Craig Shensa

Chief Investment Officer, Partner

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View Employees

Craig Shensa

Chief Investment Officer, Partner

Daniel Martin

Vice President, Partner

Adri Bleier

Vice President Financial Planning

Ryan Duchak

Senior Vice President

Antonescu Rares

Manager

Frequently Asked Questions regarding The Monteverde Group, Llc

  • Where are The Monteverde Group, Llc's Headquarters?

    The Monteverde Group, Llc's Headquarters are in Three Gateway Center Suite 230 Suite 2300,Pittsburgh,Pennsylvania,United States

  • What is The Monteverde Group, Llc's phone number?

    The Monteverde Group, Llc's phone number is +1 413-391-0419

  • What is The Monteverde Group, Llc's official website?

    The Monteverde Group, Llc's official website is https://www.monteverdegroup.com

  • What is The Monteverde Group, Llc's Revenue?

    The Monteverde Group, Llc's revenue is $1 - 10M

  • What is The Monteverde Group, Llc's NAICS code?

    The Monteverde Group, Llc's NAICS code is 523930

  • How many employees are working in The Monteverde Group, Llc

    The Monteverde Group, Llc has 10 employees

  • What is The Monteverde Group, Llc's Industry?

    The Monteverde Group, Llc is in the industry of Financial Services

  • Who is The Monteverde Group, Llc's Chief Investment Officer, Partner?

    The Monteverde Group, Llc's Chief Investment Officer, Partner is Craig Shensa

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