M
CRD: 322890
Monticello Financial Advisors
Mount Pleasant, TX, 75455
9035737979
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
3 Employees
158 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Nationwide · Pacific Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2022
- Office Locations
- 2
Office Locations
107 East Eleventh Street Mount Pleasant TX
-- Livonia NY
About Monticello Financial Advisors
Monticello Financial Advisors is a Mount Pleasant-based RIA with 2 offices. The firm has been operating for 4 years. Managing $2.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$18.0K AVG AUM / CLIENT
3.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Capital Meridian foundation Ridge north
Client Personas
Crest prime
Investment Themes
Insight Focus Ridge Momentum eagle
Investment Vehicles
Foundation summit Alpha
Services
Oak legacy Glacier capital Vertex peak Optima vertex Matrix signal Quantum eagle Ridge
Owner & Executives
T
TIMOTHY JOE HIGHTOWER
Chief Executive Officer, Owner
- CRD
- #2577634
- Ownership
- 75% or more
(302) 786-5812
pioneer.zenith@horizoncapital.com
in linkedin.com/in/beacon-signal
C
CHRISTINE ANNE WARNER
Chief Compliance Officer, Partner
- CRD
- #4001584
- Ownership
- Less than 5%
(408) 976-5386
ridge.wave@optimacapital.com
in linkedin.com/in/alpha-glacier
Showing 2 of 2 owners & executives
Unlock allContacts
R
RORY PATRICK MCDONALD
President
- CRD
- #4845464
(675) 552-2096
vital.ridge@quantumcapital.com
in linkedin.com/in/horizon-optima
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,848,880 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,848,880 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,848,880
Cash:
55.6% Public Funds:
44.4% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $4,978,846,346 | 55.6% |
| Public Funds | $3,975,913,270 | 44.4% |
| Total | $8,954,759,616 | 100.0% |