Monticello Capital Management, LLC
RIASEC Registered
Total AUM
$873K
Discretionary
$873K
100% of AUM
Avg account
$62.3K
Accounts
14
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 148329
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals65.26%
- HNWI34.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Monticello Capital Management, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes individual investors and families, employing a fee structure that encompasses a percentage of assets under management, hourly charges, and fixed fees. While the firm does not engage in ESG investing or act as a capital allocator, it is dedicated to delivering tailored investment management solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities55%
- Exchange Traded Equities29%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds6%
Owners & executives
1 of 1
Domenick Masotti
Chief Compliance OfficerCRD 1959286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations