Monticello Associates, LLC
● SEC registered since 1996CRD 107392SEC# 801-51758Denver, CO
Reg. AUM
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Employees
58
Accounts
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Location
Denver, CO
Monticello Associates, LLC assets under management
Monticello Associates, LLC is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 1996. It employs 58 people.
Monticello Associates, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Avy Howard Stein Control | Member, Board Of Directors Ccm | Under 5% | 2025 |
| Brenton Grady Durham Control | Member, Board Of Directors Ccm | Under 5% | 2025 |
| Cresset Investment Consulting, LLC Control | Holding Company | Over 75% | 2025 |
| Eric David Becker Control | Member, Board Of Directors Ccm | Under 5% | 2025 |
| John Peter Amboian | Member, Board Of Directors Ccm | Under 5% | 2025 |
| Karl Henry Heckenberg | Member, Board Of Directors Ccm | Under 5% | 2026 |
| Mary Scholten Control | Chief Compliance Officer | Under 5% | 2026 |
| Mayo A Shattuck | Member, Board Of Directors Ccm | Under 5% | 2025 |
| Paul Eric Tramontano | Member, Board Of Directors Ccm | Under 5% | 2025 |
| Teresa Ann Swartz Control | Vice President - Chief Financial Officer | Under 5% | 2021 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How many employees does Monticello Associates, LLC have?
Monticello Associates, LLC reports 58 employees.
Where is Monticello Associates, LLC located?
Monticello Associates, LLC is based in Denver, CO and has been SEC-registered since 1996.
Does Monticello Associates, LLC disclose fund performance?
Monticello Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1800 Larimer Street, Suite 2100, Denver, CO 80202 |
| Phone | 303-572-6300 |
| Fax | 303-572-6305 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 11%
More than 89% of 16,825 advisers