Monticello Asset Management, LLC
Monticello Asset Management, LLC (CRD# 173553) is a financial advisory firm headquartered in New York, NY. They manage $53,979,036 in 3 accounts and serve the financial needs of clients across 0 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$17,993,012
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)