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.
|1||The JPB Foundation||501(c)(3)||New York, NY|
|2||Stuart Foundation||501(c)(3)||San Francisco, CA|
|3||Robert R. McCormick Foundation||501(c)(3)||Chicago, IL|
|4||Phillips Academy||501(c)(3)||Andover, MA|
|5||Columbia College Chicago||501(c)(3)||Chicago, IL|
|6||AccessLex Institute||501(c)(3)||West Chester, PA|
|7||Pritzker Traubert Family Foundation||501(c)(3)||Chicago, IL|
|8||Mertz Gilmore Foundation||501(c)(3)||New York, NY|
|9||Carroll Petrie Foundation||501(c)(3)||New York, NY|
|10||Geraldine R. Dodge Foundation||501(c)(3)||Morristown, NJ|
|...||and 31 more Monticello Associates Inc not-for-profit tax-exempt clients identified by Cause IQ|
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.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.