1800 Larimer Street
Suite 2100
Denver, Colorado 80202
Tel: 303-572-6300
MONTICELLO ASSOCIATES INC, formally registered with the SEC as MONTICELLO ASSOCIATES INC. The firm was established in 04/18/1996. They have over 4 offices throughout the country.
MONTICELLO ASSOCIATES INC is a Denver, Colorado based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 57 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107392 |
| SEC# | 801-51758 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 57 |
| No. of Clients | AUM |
|---|
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
| $64,880,528,684 | 154 | 305 | |
| $24,019,792,910 | 7 | 64 |
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