Monticello Capital Management, LLC
Monticello Capital Management, LLC (CRD# 148329) is a financial advisory firm headquartered in , . They manage $872,751 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Monticello Capital Management, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts14ACCOUNTS
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Average Account Value$62,339
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Monticello Capital Management, LLC
No Advisor Found.
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