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FIRM PROFILE
Overview
MONTICELLO FINANCIAL GROUP, LLC is located at 107 East Eleventh Streeet, Mt. Pleasant, TX 75455 and was first established at Dallas, Texas in 02/07/2019. After operating for 6 years, MONTICELLO FINANCIAL GROUP, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MONTICELLO FINANCIAL GROUP, LLC’s clients are individuals and 0% of their clients are high net worth individuals. MONTICELLO FINANCIAL GROUP, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MONTICELLO FINANCIAL GROUP, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MONTICELLO FINANCIAL GROUP, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MONTICELLO FINANCIAL GROUP, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for MONTICELLO FINANCIAL GROUP, LLC Comes From
Understanding the Statistics for MONTICELLO FINANCIAL GROUP, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
107 East Eleventh Streeet, Mt. Pleasant, TX 75455
107 East Eleventh Streeet, Mt. Pleasant, TX 75455
Small
(903) 573-7979
Texas since 02/07/2019
Limited Liability Company
June
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at MONTICELLO FINANCIAL GROUP, LLC
Christine Anne Warner
Laura Lannette Mcdonald
Kevin Welborn
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