Montebello Avenue

RIASEC Registered

Total AUM

$60M

Discretionary

$54.8M

91% of AUM

Avg account

$351K

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 287726
Website: www.montave.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.75%
Pension & Profit Sharing Plans6.33%
Individuals4.92%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Montebello Avenue is an independent, individually owned registered investment adviser that serves both individuals/families and institutional clients. The firm functions as a capital allocator and provides a mix of advisory services: financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Its billing model includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and appears to operate as a single-state adviser.