M
$872.8K Total AUM
$872.8K Disc. AUM
-- 3Y CAGR
0 Employees
11 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Citibank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2008
- Office Locations
- 1
Office Locations
-- Rockville Centre NY
About Monticello Capital Management, LLC
Monticello Capital Management, LLC is a Rockville Centre-based RIA. The firm has been operating for 17 years. Managing $872.8K in total assets under management, They custody assets with Citibank.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$79.3K AVG AUM / CLIENT
17.9 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DOMENICK MATTHEW MASOTTI
Chief Compliance Officer, GENERAL PARTNER, Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $872,751 | -- |
| Non-Discretionary | $0 | -- |
| Total | $872,751 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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