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, elementary and secondary schools, colleges, universities, and professional schools, museums, historical sites, and similar institutions, professional associations, health and disease research fundraising organizations, and grantmaking foundations with revenues ranging from $11 million to $161 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||Columbia College Chicago||501(c)(3)||Chicago, IL|
|5||Phillips Academy||501(c)(3)||Andover, MA|
|6||Pritzker Traubert Foundation||501(c)(3)||Chicago, IL|
|7||Pritzker Foundation||501(c)(3)||Chicago, IL|
|8||Mertz Gilmore Foundation||501(c)(3)||New York, NY|
|9||Hyde and Watson Foundation||501(c)(3)||Warren, NJ|
|10||Welfare Foundation||501(c)(3)||Wilmington, DE|
|...||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 LPL Financial, Ubs Financial Services, Morgan Stanley Smith Barney LLC, Ascensus, Manning and Napier, Cambridge Associates LLC, Ubs Financial Services Inc, Wellington Management Company LLC, Cambridge Associates, and Morgan Stanley Smith Barney.
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