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Building 2MONTICELLO ASSOCIATES, LLC

Map pinDENVER, CO
Phone303-572-6300
NotebookSEC #801-51758
Total AUM
$0
Employees
58
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 LARIMER STREET
SUITE 2100
DENVER
CO 80202
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
303-572-6300
Other Offices
4

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
263
AUM
$0
Pension/Profit Sharing Plan Clients
7
AUM
$0
Charitable Organization Clients
156
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPension Consulting
Other Services
GENERAL ASSET MANAGEMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
COGAILMAMDNCNYOHTXVA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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