RIA Intel›Advisers›Missouri›MONTICELLO INVESTMENT SERVICES, INC.

MONTICELLO INVESTMENT SERVICES, INC.

Advisory

N·NEOSHO, MO

Data as of Mar 31, 2016 · Source: SEC Form ADV

Total AUM
$53M
1-Year AUM Growth
+11.3%
3-Year CAGR
+6.0%
Employees
0
Assets Under Management
Total AUM$53M
Discretionary AUM$0
Non-Discretionary AUM$53M
Discretionary %0%
Total Clients—
Team
Total Employees0
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record64
First FilingFeb 7, 2012
Latest FilingMar 31, 2016
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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