Be advised. This firm is no longer registered.

Monticello Investment Services, Inc.

Monticello Investment Services, Inc. (CRD# 140851) is a financial advisory firm headquartered in Neosho, MO. They manage $53,000,000 in 315 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
427-a Coler, Neosho, MO 64850
http://www.monticelloinvestment.com
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $168,254
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, IA, IL, IN, KS, LA, MD, MI, MN, MO, MS, NE, NJ, NM, NV, NY, OH, OK, OR, SC, TX, VA, WA, WI

Financial Advisors at Monticello Investment Services, Inc.
No Advisor Found.

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.

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