Cause IQ vendor profile

Monticello Associates Inc


Monticello Associates Inc is a firm that provides financial advisor and audit accounting to nonprofit clients. They primarily provide their services regionally, with most clients in Colorado, Illinois, New York, and Ohio (although they are present in other states as well).

Most Monticello Associates Inc clients are museums, historical sites, and similar institutions, hospitals, professional associations, and grantmaking foundations with revenues ranging from $12 million to $155 million.

Previous legal names, trade names, or just variations of their name include: Monticello; and Monticello and Associates.

Primary location:
Denver, CO
All locations:
CO, OH, MA
Identified clients:
53
Avg client size:
$138 mil revenue
Median client size:
$34 mil revenue

Monticello Associates Inc client list

 NameTypeLocation
1The JPB Foundation501(c)(3)New York, NY
2Stuart Foundation501(c)(3)San Francisco, CA
3Robert R Mccormick Foundation501(c)(3)Chicago, IL
4Columbia College Chicago501(c)(3)Chicago, IL
5AccessLex Institute501(c)(3)West Chester, PA
6Hess Foundation501(c)(3)Parsippany, NJ
7Pritzker Traubert Family Foundation501(c)(3)Chicago, IL
8Geraldine R Dodge Foundation501(c)(3)Morristown, NJ
9Pritzker Traubert Foundation501(c)(3)Chicago, IL
10American Academy in Rome501(c)(3)New York, NY
...and 43 more Monticello Associates Inc not-for-profit tax-exempt clients identified by Cause IQ

Monticello Associates Inc competitors

Competitors to Monticello Associates Inc in the nonprofit sector include Prudential Retirement Insurance and, Caron and Bletzer, PLLC, Fiduciary Investment Advisors, LLC, State Street Bank and Trust Company, State Street Bank and Trust, Loomis Sayles and Co LP, United Healthcare, MML Investors Services, CBIZ Financial Solutions Inc, and Kibble and Prentice.

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