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Monticello Associates Inc

● SEC registered since 1996CRD 107392SEC# 801-51758Denver, CO
Export (members)
Reg. AUM
Employees
57
Accounts
Location
Denver, CO

Monticello Associates Inc assets under management

Monticello Associates Inc is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 1996. It employs 57 people.

Monticello Associates Inc owners & executives

15 reported
NameTitleOwnershipSince
Amanda Louise Adams ControlManaging Director - Director Of ResearchUnder 5%2018
Andrew George Terborgh ControlSenior Managing Director5-10%2017
Brenton Grady Durham ControlExecutive Chairman50-75%2021
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Frequently asked questions

How many employees does Monticello Associates Inc have?

Monticello Associates Inc reports 57 employees.

Where is Monticello Associates Inc located?

Monticello Associates Inc is based in Denver, CO and has been SEC-registered since 1996.

Does Monticello Associates Inc disclose fund performance?

Monticello Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1800 Larimer Street, Suite 2100, Denver, CO 80202
Phone303-572-6300
Fax303-572-6305
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo