Monticello Associates Inc.

Monticello Associates Inc. (CRD# 107392) is a financial advisory firm headquartered in Denver, CO. They serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1800 Larimer Street, Suite 2100, Denver, CO 80202
http://www.monticelloassociates.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, DC, IL, NC, NY, OH, VA

Financial Advisors at Monticello Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Steven Halvorsen, financial advisor Denver CO
Steven E. Halvorsen
CRD#: 2124404
1800 Larimer Street, Suite 2100, Denver, CO 80202
96
Wealthminder
score

Steven Halvorsen (CRD# 2124404) is an Investment Advisor Representative working at Monticello Associates Inc. in Denver, CO and has over 25 years of experience in the finance industry.

2
Brenton Durham, financial advisor Denver CO
Brenton G. Durham
CRD#: 1158124
1800 Larimer Street, Suite 2100, Denver, CO 80202
93
Wealthminder
score

Brenton Durham (CRD# 1158124) is an Investment Advisor Representative working at Monticello Associates Inc. in Denver, CO and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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