Monticello Financial Group, LLC
Firm details
- Headquarters
- Mount Pleasant, Texas
- CRD number
- 300926
- Registered since
- August 26, 2020
Firm profile
FINTRXOverview
Monticello Financial Group, LLC is organized as a limited liability company and is owned by an individual. FINTRX classifies the firm as unclassified and records indicate it does not operate as a capital allocator. The profile does not list advisory specialties, fee structure, client segments, or business activities, and the firm is not identified as an active ESG investor, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Christine Warner
Chief Compliance OfficerCRD 4001584
Contacts
3 of 7
Richard Amsberry
FinOpCRD 2917504
Timothy Hightower
President & OwnerCRD 2577634
Laura Mcdonald
Client RelationsCRD 4669119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mount Pleasant, TX
Titus
Location
Mount Pleasant, TX
Headquartered in Mount Pleasant, TX, in the South of the United States.
- Region
- South
- County
- Titus
- Address
- 107 E 11 Streeet
- Time zone
- CT (UTC-6)
- Office locations
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