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 an SEC-registered institutional RIA that has operated since 1984 and is owned by an individual. The firm’s stated advisory activity centers on portfolio management for investment companies, and it charges fees as a percentage of assets under management. Its client base is institutional rather than retail; it is not a multi-state adviser, does not act as a capital allocator, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5Virgil Pontarelli
InvestorCRD 4359499
Anthony Pontarelli
InvestorCRD 4351997
Dahlia Black
Senior PrincipalCRD 3026273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$22.7M in ETFs
100%
$22.7M
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 | 59.18% |
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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