Investment adviser · CRD 107392
MONTICELLO ASSOCIATES, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed May 8, 2026
- Employees
- 58 Reported in this filing
- Advisory professionals
- 31 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 263 | Not reported | Not reported |
| Retirement plans | 7 | Not reported | Not reported |
| Charities | 156 | Not reported | Not reported |
Filing source
Form ADV 2104477 · May 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 8, 2026. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Fixed
Principal office
1800 LARIMER STREET, SUITE 2100DENVER, CO, 80202, United States
CRD 107392
Filing source
Form ADV 2104477 · May 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.