MONTICELLO INVESTMENT SERVICES, INC.
Total AUM
$53M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
427-A COLER
NEOSHO
MO 64850
United States
NEOSHO
MO 64850
United States
Operating Hours
8:30 AM - 5 PM CST
Monday - Friday
Monday - Friday
Phone
417-437-7160
Financials
Total AUM
$53M
Accounts
315Discretionary
$0
Accounts
0Non-Discretionary
$53M
Accounts
315
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
SOLICITOR
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES
Compliance
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
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.