Monticello Associates Inc

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Assets, Funds, Holdings

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Monticello Associates Inc
CRD #107392
SEC #801-51758
CIK #
AUM
Employees 57 (49% Investors, 0% Brokers)
Phone303-572-6300
Address1800 Larimer Street
Denver, CO 80202
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
2502001501005002001200920172025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 219 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 15 0.0
(h) Charitable organizations 160 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
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