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, professional associations, elementary and secondary schools, colleges, universities, and professional schools, musical groups and artists, and grantmaking foundations with revenues ranging from $7.8 million to $251 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:
$133 mil revenue
Median client size:
$23 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
4The Gottesman Fund501(c)(3)New York, NY
5Columbia College Chicago501(c)(3)Chicago, IL
6AccessLex Institute501(c)(3)West Chester, PA
7Pritzker Traubert Family Foundation501(c)(3)Chicago, IL
8Geraldine R Dodge Foundation501(c)(3)Newark, NJ
9Hess Foundation501(c)(3)Parsippany, NJ
10Pritzker Traubert Foundation501(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 Global Retirement Partners LLC, Kestra Advisory Services LLC, Stancorp Financial Group, Merrill Lynch, Marquette and Associates, Benesys Inc, Caron and Bletzer, PLLC, Sageview Advisory Group, State Street Bank and Trust Company, and United Healthcare.

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