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 9 states (or territories).
Current Firm Details
By the Numbers
-
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)
- Other
Advisory Services Offered
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, GA, IL, NC, NY, OH, TX, VA
Financial Advisors at Monticello Associates Inc.
1
Brenton Durham (CRD# 1158124) is an Investment Advisor Representative working at Monticello Associates Inc. in Denver, CO and has over 39 years of experience in the finance industry.
2
Steven Halvorsen (CRD# 2124404) is an Investment Advisor Representative working at Monticello Associates Inc. in Denver, CO and has over 32 years of experience in the finance industry.
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