Monetta Financial Services Inc

Overview

Monetta Financial Services Inc is an SEC registered investment adviser based in Wheaton, IL, registered since 1984. It reports $145M in assets under management across 2 accounts, with 3 employees.

Reported AUM

$145M

Discretionary

100%

Accounts

2

Employees

3

Registered since

1984

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies

Client types

• Investment Companies

Fee structure

Percentage of Assets

Executive officers 3 of 5

• Robert Samuel Bacarella Chairman, President, Director CRD 1522109
• Dahlia D Black Chief Compliance Officer CRD 3026273
• Robert James Bacarella Vice President, Chief Financial Officer, Treasurer CRD 5645558

2 more executive officers, with direct contact details

Location

Headquarters

1776A S Naperville Rd Ste 100
Wheaton, IL 60189

County

DuPage

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Website: monetta.com

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