Montecito Group Inc (Issaquah)

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.

Montecito Group: assets under management

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 firm manages $3.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.67 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Montecito Group Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Yona Munro	President	1 Aug 1992	75% - 100%	2307720
Yona Liebersohn Munro	President	1 Aug 1992	75% - 100%	2307720
Yona Liebersohn Munro	Chief compliance officer & president	1 Aug 2004	75% - 100%	2307720

Based in Issaquah

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.