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Monticello Associates is an independent asset management consulting firm providing non-discretionary investment advisory services to foundations, endowments and family offices. The firm is headquartered in Denver, CO with additional offices in Cleveland, OH, Boston, MA, and Washington DC.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Denver, CO
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Year founded
Founded 1992
4 Locations
- Denver , CO
- Cleveland , OH
- Boston , MA
- Bethesda , MD
Service Lines
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