Cause IQ vendor profile

Monticello Associates Inc

Monticello Associates Inc is a firm that provides investment management, financial advisor, professional and technical services, consulting services, and administrative support to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Monticello Associates Inc clients are hospitals, colleges, universities, and professional schools, professional associations, elementary and secondary schools, museums, historical sites, and similar institutions, health and disease research fundraising organizations, and grantmaking foundations with revenues ranging from $12 million to $158 million.

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

Primary location:
Denver, CO
All locations:
Identified clients:
Avg client size:
$55 mil revenue
Median client size:
$25 mil revenue

Monticello Associates Inc client list

1The JPB Foundation501(c)(3)New York, NY
2Stuart Foundation501(c)(3)San Francisco, CA
3Robert R. McCormick Foundation501(c)(3)Chicago, IL
4Phillips Academy501(c)(3)Andover, MA
5Columbia College Chicago501(c)(3)Chicago, IL
6AccessLex Institute501(c)(3)West Chester, PA
7Pritzker Traubert Family Foundation501(c)(3)Chicago, IL
8Mertz Gilmore Foundation501(c)(3)New York, NY
9Carroll Petrie Foundation501(c)(3)New York, NY
10Geraldine R. Dodge Foundation501(c)(3)Morristown, NJ
...and 31 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 Usi Consulting Group, Eagle Capital Management LLC, LPL Financial, Ubs Financial Services, Morgan Stanley Smith Barney, Morgan Stanley, Milliman, Aetna Inc, Cambridge Associates, and Ascensus.

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