Advisor at Del Monte Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Del Monte Capital, Inc.
Location
Monterey, CA 93940
Credentials
CFA®, Series 63
Industry experience
6 years
Michael Kirch is a CFA® charterholder and Series 63 licensee based in Monterey, CA, with six years of industry experience. He is the principal advisor at Del Monte Capital, Inc. and also works as a licensed real estate broker representing buyers and sellers of residential and commercial property. Additionally, he has an ownership interest in Cannery Row Brewing Company, a startup brewery and restaurant. Del Monte Capital provides portfolio management services primarily to individuals, corporations, and charities, focusing on tailored investment programs based on Modern Portfolio Theory. The firm manages a small number of predominantly non-discretionary accounts using mutual funds, ETFs, stocks, and bonds, with custody and trade execution through Betterment Securities’ Betterment Institutional platform.
1.00% annually
Account minimum: $50,000
513 A Hartnell St.
Monterey, CA 93940
California
Cannery Row Brewing Company, Inc.
2020 - Present (6 years)
Del Monte Capital, Inc
2019 - Present (7 years)
Del Monte Realty, Inc
2007 - Present (19 years)
Kensington Capital Group, Inc.
2003 - Present (23 years)
Kensington Realty Group. Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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CFP®, Series 65, Series 66
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Series 63, Series 66
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