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    Monticello Associates

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    Description

    • Monticello Associates is an independent asset management consulting firm providing non-discretionary investment advisory services. Founded by B. Grady Durham in 1992, the firms singular focus on endowment and foundation clients and high net worth families has been integral to its success.With headquarters on Denvers historic Larimer Street and an additional office in Cleveland, Monticello Associates -- named after the home of Thomas Jefferson -- has grown into one of the countrys leading asset management consulting firms. Still headed by Mr. Durham, the company today works primarily with many of the most prominent museums, hospitals, schools, and families in the United States.Monticello Associates is known for its four pillars of strengthUnbiased Perspective Long-Term Partnerships Sound Judgement Unmatched ExpertiseMonticello does not approve or endorse any third-party communication posted on this site.
    • location

      Headquarters:1800 Larimer Street Suite 2100, Denver, Colorado, United States

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    • Monticello Associates phone

      Phone Number: +1 303-572-6300

    • Monticello Associates website

      Website: https://www.monticelloassociates.com

    • Monticello Associates employees

      Employees:49

    • Monticello Associates revenue

      Revenue:$50 - 100M

    • Monticello Associates legal name

      Legal Name:Monticello Associates

    • Monticello Associates's Social Media

      Monticello Associates linkedin
    • done Is this data correct?

    • |  NAICS Code: 541611  |

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    Person level website identification

    CEO for Monticello Associates

    Bunserelli Monticello

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Teresa Swartz

    Chief Operating Officer

    Seth Tragarz

    Chief Financial Officer

    Thomas Jefferson

    Us President

    Grady Durham

    Founder And President

    Andrew Terborgh

    Vice President - Director Of U.S. Equities

    Frequently Asked Questions regarding Monticello Associates

    • Where are Monticello Associates's Headquarters?

      Monticello Associates's Headquarters are in 1800 Larimer Street Suite 2100,Denver,Colorado,United States

    • What is Monticello Associates's phone number?

      Monticello Associates's phone number is +1 303-572-6300

    • What is Monticello Associates's official website?

      Monticello Associates's official website is https://www.monticelloassociates.com

    • What is Monticello Associates's Revenue?

      Monticello Associates's revenue is $50 - 100M

    • What is Monticello Associates's NAICS code?

      Monticello Associates's NAICS code is 541611

    • How many employees are working in Monticello Associates

      Monticello Associates has 49 employees

    • What is Monticello Associates's Industry?

      Monticello Associates is in the industry of Investment Management

    • Who is Monticello Associates's CEO?

      Monticello Associates's CEO is Bunserelli Monticello

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