Monticello Asset Management, LLC
Monticello Asset Management, LLC (CRD# 173553) is a financial advisory firm headquartered in New York, NY. They manage $246,234,979 in 4 accounts and serve the financial needs of clients across 0 states (or territories).
Total Assets Under Management246MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$61,558,745
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)