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MONTICELLO ASSOCIATES, LLC
CRD 107392 · SEC 801-51758
1800 LARIMER STREET, SUITE 2100, DENVER, CO, 80202, United States
Phone
303-572-6300
Fax
303-572-6305
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
58 total employees; 31 advisory reps; 426 broker-dealer reps
Clients
—
Fees
Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Pension consultingSelection of other advisersGENERAL ASSET MANAGEMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 263 | — |
| Pension/profit sharing plans | 7 | — |
| Charitable organizations | 156 | — |
States served
CO, GA, IL, MD, MA, NY, NC, OH, VA, TX
All web addresses on file
Official SEC filing: View on IAPD