Monticello Associates, LLC
Monticello Associates, LLC is an SEC-registered ria in Denver, CO with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Monticello Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107392, SEC 801-51758, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-05-08)
- Firm type
- Ria
- Location
- Denver, CO
- Employees
- 58
- Clients
- 426
- CRD
- 107392
- Ownership
- BARTOLETTI, TERESA, ANN; SLETTEN, JEFFREY, DEAN; DURHAM, BRENTON, GRADY; DURHAM, LORI, PAYNE; HALVORSEN, STEVEN, ERIK
How much AUM does Monticello Associates, LLC have?
Monticello Associates, LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns Monticello Associates, LLC?
Disclosed owners and executives of Monticello Associates, LLC include BARTOLETTI, TERESA, ANN, SLETTEN, JEFFREY, DEAN, DURHAM, BRENTON, GRADY, DURHAM, LORI, PAYNE, HALVORSEN, STEVEN, ERIK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.