RIA Intel›Advisers›Arizona›MONTEBELLO AVENUE LIMITED COMPANY

MONTEBELLO AVENUE LIMITED COMPANY

Advisory

PHOENIX, AZ

Data as of Jun 12, 2026 · Source: SEC Form ADV

Rank in AZ

#351

of 387 advisers by AUM

Average account

$351K

across 171 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 12, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$60M

Discretionary AUM$55M

Non-Discretionary AUM$5M

Discretionary %91.3%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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