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
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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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

Registered Investment Advisor
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.
1
Steven Halvorsen (CRD# 2124404) is an Investment Advisor Representative working at Monticello Associates Inc. in Denver, CO and has over 26 years of experience in the finance industry.
2
Brenton Durham (CRD# 1158124) is an Investment Advisor Representative working at Monticello Associates Inc. in Denver, CO and has over 33 years of experience in the finance industry.
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