Company Overview
- Headquarters
- 1800 Larimer Street Suite 2100, Denver CO
- Website
- monticelloassociates.com
- Phone
- (303) 572-6300
- Employees
- 67
- Founded in
- 1992
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$20B
Who is Monticello Associates
Monticello Associates is an independent asset management consulting firm headquartered in Denver, Colorado. The company employs 67 people and generates $19.6 million in annual revenue. Monticello Associates specializes in providing non-discretionary investment advisory services to foundations, endowments, and family offices. Their expertise focuses on guiding these institutions in making informed investment decisions tailored to their specific needs and goals. As an independent firm, Monticello Associates prioritizes objectivity and transparency in its approach to investment management. Their commitment to personalized service and a deep understanding of their clients' unique circumstances sets them apart in the industry. For inquiries or to learn more about Monticello Associates' services, please visit their website at monticelloassociates.com.
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 19M | 52 | Stamford, CT | 1994 | |
| 19M | 21 | Windsor, CA | 2000 | |
| 19M | 31 | Harrison, NY | 1998 | |
| 19M | 14 | Austin, TX | 2007 | |
| 19M | 180 | New York, NY | 1986 |