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MONTEBELLO AVENUE
MONTEBELLO AVENUE LIMITED COMPANY
CRD 287726
2801 E. CAMELBACK ROAD, SUITE 200, PHOENIX, AZ, 85016, United States
Phone
(602) 960-8576
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.0M
Discretionary AUM
$54.8M
Team
1 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $3.0M |
| High net worth individuals | 29 | $53.2M |
| Pension/profit sharing plans | 4 | $3.8M |
All web addresses on file
Official SEC filing: View on IAPD