Cause IQ vendor profile

Monticello Associates Inc


Monticello Associates Inc is a firm that provides financial advisor and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Colorado and Illinois (although they are present in other states as well).

Most Monticello Associates Inc clients are hospitals, museums, historical sites, and similar institutions, elementary and secondary schools, colleges, universities, and professional schools, musical groups and artists, social advocacy organizations, and grantmaking foundations with revenues ranging from $7.8 million to $227 million.

Previous legal names, trade names, or just variations of their name include: Monticello; and Monticello and Associates.

Primary location:
Denver, CO
Clients in:
CO, OH, MA
Identified clients:
52
Avg client size:
$131 mil revenue
Median client size:
$22 mil revenue

Monticello Associates Inc client list

 NameTypeLocation
1The JPB Foundation501(c)(3)New York, NY
2Stuart Foundation501(c)(3)San Francisco, CA
3Robert R Mccormick Foundation501(c)(3)Chicago, IL
4Columbia College Chicago501(c)(3)Chicago, IL
5AccessLex Institute501(c)(3)West Chester, PA
6Pritzker Traubert Family Foundation501(c)(3)Chicago, IL
7Geraldine R Dodge Foundation501(c)(3)Newark, NJ
8Hess Foundation501(c)(3)Parsippany, NJ
9Pritzker Traubert Foundation501(c)(3)Chicago, IL
10Pritzker Family Philanthropic Fund501(c)(3)Chicago, IL
...and 42 more Monticello Associates Inc not-for-profit tax-exempt clients identified by Cause IQ

Monticello Associates Inc competitors

Competitors to Monticello Associates Inc in the nonprofit sector include NFP Retirement Inc., Buck Global LLC, Fiduciary Investment Advisors, Paychex, Inc., Milliman Inc, Segall Bryant and Hamill, LPL Financial, Adp, Capfinancial Partners, LLC, and Ameriprise Financial Services.

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