Monticello Associates Inc
Legal Name: MONTICELLO ASSOCIATES INC
Full Contact Details
Monticello Associates Inc
1800 LARIMER STREET, SUITE 2100, DENVER, CO
303-572-6300
303-572-6305
Other Info
Monticello Associates Inc, also known as MONTICELLO ASSOCIATES INC, is a Delaware corporation with a team of 53 employees, 28 of whom serve in advisory roles. The exact number of clients served by the firm remains uncertain. According to its most recent SEC filing, the firm was granted approval with a registration date of April 18, 1996.
Home - Monticello Associates
Monticello Associates is an investment consulting firm based in Denver. Founded in 1992 by Grady Durham, Monticello Associates has only one business: providing world-class investment consulting services to endowment and foundation clients and family offices.
Direct Owners
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AMANDA LOUISE ADAMS
MANAGING DIRECTOR - DIRECTOR OF RESEARCH owns less than 5%
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ANDREW GEORGE TERBORGH
MANAGING DIRECTOR owns less than 5%
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BRENTON GRADY DURHAM
PRESIDENT owns 75% or more
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BRIAN PATRICK HARRIGAN
MANAGING DIRECTOR owns less than 5%
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JEFFREY DEAN SLETTEN
MANAGING DIRECTOR owns less than 5%
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JENNIFER ANN SAPP
CHIEF COMPLIANCE OFFICER owns less than 5%
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JENNIFER MANDEVILLE KILPELA
MANAGING DIRECTOR owns less than 5%
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JOHN ERIC RIEDLIN
MANAGING DIRECTOR owns less than 5%
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KEVIN ANDREW ZIMMERMAN
MANAGING DIRECTOR owns less than 5%
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MONTGOMERY CLARKSON CLEWORTH
MANAGING DIRECTOR owns less than 5%
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PATRICK FRANCIS SULLIVAN
MANAGING DIRECTOR owns less than 5%
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STEVEN ERIK HALVORSEN
MANAGING DIRECTOR owns less than 5%
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TERESA ANN SWARTZ
CHIEF OPERATING OFFICER owns less than 5%
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WESTLEY MORGAN HAYS
MANAGING DIRECTOR owns less than 5%