Montecito Group Inc is an adviser based in Issaquah. It manages $3.23 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001.
Montecito Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Montecito Group Inc is $3.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Montecito Group Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Yona Munro has been acting as President since 1 Aug 1992. Yona Liebersohn Munro joined the executive team most recently as the Chief Compliance Officer & President.
The principal office where Montecito Group Inc performs its advisory services is located at 190 Newport Way Sw, Issaquah, WA 98027 The mailing address of the firm is P.O. Box 2387, Issaquah, WA 98027. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425 894-5493 or by fax 425 650-7222. The normal business hours are by appointment on Monday - Friday.