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MONTICELLO FINANCIAL ADVISORS
MONTICELLO FINANCIAL ADVISORS, LLC
CRD 322890
107 EAST ELEVENTH STREET, MOUNT PLEASANT, TX, 75455, United States
Phone
903-573-7979
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.8M
Discretionary AUM
$2.8M
Team
3 total employees; 1 advisory reps; 79 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $1.7M |
| High net worth individuals | 7 | $1.1M |
Official SEC filing: View on IAPD