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Building 2MONTICELLO INVESTMENT SERVICES, INC.

Map pinNEOSHO, MO
Phone417-437-7160
NotebookSEC #801-73177
Total AUM
$53M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
427-A COLER
NEOSHO
MO 64850
United States
Operating Hours
8:30 AM - 5 PM CST
Monday - Friday
Phone
417-437-7160

ReceiptFinancials

Total AUM
$53M
Accounts
315
Discretionary
$0
Accounts
0
Non-Discretionary
$53M
Accounts
315

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
SOLICITOR
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALAZCAFLGAIAILINKSLAMDMIMNMOMSNENJNMNVNYOHOKORSCTXVAWAWI

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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