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, Illinois, New York, and Ohio (although they are present in other states as well).

Most Monticello Associates Inc clients are hospitals, museums, historical sites, and similar institutions, colleges, universities, and professional schools, professional associations, and grantmaking foundations with revenues ranging from $12 million to $157 million.

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

Primary location:
Denver, CO
All locations:
CO, OH, MA
Identified clients:
54
Avg client size:
$139 mil revenue
Median client size:
$35 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
6Hess Foundation501(c)(3)Parsippany, NJ
7Pritzker Traubert Family Foundation501(c)(3)Chicago, IL
8Geraldine R Dodge Foundation501(c)(3)Morristown, NJ
9Pritzker Traubert Foundation501(c)(3)Chicago, IL
10American Academy in Rome501(c)(3)New York, NY
...and 44 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 Sei Investments, Vanguard Group, Inc., Bank Of New York Mellon, Sageview Advisory Group, LLC, Morgan Stanley Smith Barney LLC, Ropes and Gray LLP, Income Research and Management, Aon Hewitt, MML Investors Services, and CBIZ Financial Solutions Inc.

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